Custom Investment Management

Your priorities and objectives shape the investment planning process.

Features & Benefits

Dedicated Portfolio Manager

Guided by your goals

Direct indexing

Daily active tax management 

True portfolio personalization at the sector and security level

No proprietary products, free to utilize best-in-class strategies and managers

Guided by your goals 

We understand that wealth management is a critical aspect of financial well-being for our clients. As a trusted community bank, we strive to provide comprehensive wealth management services that cater to the unique needs and goals of individuals and families within our communities.

Our process is founded on building and maintaining strong relationships with our clients and acting as fiduciaries with each client’s best interest in mind. We take the time to listen and understand your financial objectives, values, and aspirations. We believe that this personal touch is essential to creating a tailored wealth management strategy that aligns with your specific circumstances and long-term goals.

 

Strategies and solutions, not products

Once we have a clear understanding of your financial picture, we collaborate with you to develop a customized plan. Our experienced advisors leverage their expertise to craft and implement investment strategies designed to help you succeed. We construct portfolios utilizing a range of investment options, including individual equity and bond strategies, mutual funds, ETFs, and other vehicles. As a matter of principle, we don’t offer any proprietary products. This avoids conflicts of interest and ensures that we are always free to utilize best-in-class managers and investment strategies when constructing portfolio solutions for clients.

Throughout the wealth management process, we emphasize open and transparent communication. We keep you informed about the progress of your investments and provide regular performance updates. We also conduct periodic reviews to ensure that your financial plan remains aligned with your evolving goals and any changes in your circumstances.

 

Rooted in your community

As a community bank, we take pride in our deep understanding of our local communities and their unique dynamics. We leverage this knowledge to provide tailored advice and solutions that reflect the opportunities and challenges specific to our markets. Our commitment to building strong relationships means that we are always accessible and responsive to your needs.

We are dedicated to helping you achieve your financial aspirations and create a secure future for yourself and your loved ones. Our goal-based planning approach, coupled with personalized investment management, allows us to deliver unique solutions that are tailored to your situation.

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Contact us today to start your wealth management journey with a trusted community bank that truly cares about your success.

INVESTMENT AND WEALTH SERVICES: Not a deposit | Not FDIC insured | No Bank guarantee | May lose value

Routing Number | 114903284

44.220.62.183 - Ashburn - 20149 - False