Our goal in Wealth Management is to design and maintain portfolios that provide the income, growth potential and risk tolerances that match our client’s comfort level and exceeds their financial expectations. In order to achieve this goal, Wealth Management adheres to a flexible open investment strategy. In essence, Wealth Management has access to various asset classes including depository instruments, mutual funds, exchange traded funds, individual equities and fixed income obligations. As we do not offer proprietary investments our investment advice is unbiased and clearly reflects an environment that best meets the financial goals of our clients.
A proprietary screening process is adopted in the selection of recommended investment choices. Within the Wealth Management database there are over 1,800 individual equities, 280 fund families, or 9,000+ mutual funds, and 900+ exchange traded fund options.