We’re Upgrading!

Applicable as of July 1, 2025: Oakworth Asset Management, LLC (“OAM”) is a registered investment adviser that is owned by Oakworth Capital Bank Inc., Member FDIC (“OCB,” or together with OAM, “Oakworth”). Please note that OCB and OAM are separate entities that provide different services. All investment adviser services including investment management and financial planning are provided by OAM. OAM only began operations on July 1, 2025. Any content that was created prior to that date is specific to OCB and not OAM and is provided for informational purposes only. The statements or opinions expressed in this article do not necessarily reflect the views or opinions of OAM. The article was produced prior to OAM’s registration as an investment adviser and therefore was not reviewed for compliance under the Investment Advisers Act of 1940. OAM believes that the prior content is appropriate because of the similarities in OAM services to OCB services. The individuals involved in the production of OCB content will also be involved in OAM services. For additional information about OAM, including its services and fees, send for the firm’s disclosure brochure using the contact information contained herein or visit advisorinfo.sec.gov.

In an effort to better serve our clients, our systems will be upgraded. While most of the changes will happen behind the scenes, there will be a period of time when the services you use will be affected. Our goal is to make this transition as smooth as possible for our clients.

Friday, July 24th through Sunday, July 26th, 2020

Online Banking and Mobile App:
The changes will begin on Friday, July 24th at 5:00 pm and be complete on Monday, July 27th at 7:00 am. During this time, you will not have access to Online Banking and the Mobile App. If you need to make updates to your account, please do so before July 24th at 5:00 pm.

Bill Pay Clients:
All bill payments will be processed as expected. All online banking transfers with a scheduled date of July 27th will post that night to your account.

Debit Cards:
We do not anticipate impact to your debit card usage at this time.

Statements:
For the month of July, we will produce two statements, the first will be available on Monday, July 27th. A second statement will be available on or just after August 1st.

Thank you for your understanding and patience during this time. We appreciate the opportunity to serve you.

As always, if you need assistance during this time, please contact your Client Advisor or call the Solutions Group at (205) 263-4700.

Solutions Group will be available during our normal business hours of 8:00 am – 5:00 pm throughout that weekend.

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Birmingham Office

850 Shades Creek Parkway
Birmingham, Alabama 35209

Phone: (205) 263-4700

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