Wealth Management

Mutual Fund Model Portfolios

We offer six actively managed and diversified investment portfolios which differ according to the objective and risk tolerance of our clients. All portfolios seek to deliver strong risk-adjusted returns relative to their respective benchmarks.

These model portfolios are constructed using exchange-traded and mutual funds which are selected after being subjected to a strict quantitative (portfolio correlation, sharp ratio, active risk) and qualitative (manager tenure and turnover, and style creep) criteria.

The constructed portfolio is then optimized based on a mean-variance approach and adjusted tactically based on market conditions. Our institutional standing grants us the ability to manage portfolios using no-load funds and also gives us access to a wide variety of mutual funds including capital restricted, high quality institutional funds.

Contact Trust & Wealth Management for more information.

 Use our calculators to estimate retirement and investment options.

Investments are subject to investment risk, including possible loss of the principle invested.

Personal Business Retirement

Investment Products:

* NOT A DEPOSIT * NOT FDIC INSURED * NO BANK GUARANTEE *
* NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *
* MAY LOSE VALUE *


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