Investment Management
Peoples Financial Advisors manages over $550 million in assets for a broad range of clients - including high net worth individuals, corporations, non-profits, pensions, foundations and endowments.
We offer a disciplined investment process with lower volatility and limited downside while providing the potential for better returns. Clients have the choice of being involved in investment decisions or giving the bank the discretion to develop, monitor and maintain clients' portfolios. Clients are kept apprised of our current investment strategies and their particular investments.
Solutions are customized, based on each client's specific situation. For tax sensitive clients, we monitor turnover and capital gains. Experience with many non-profits, endowments and foundations allow us to offer guidance on appropriate investment policies and spending policies. Aware of the needs of corporate clients - including pension plans - we structure and manage their portfolios to meet their particular requirements. We offer unique portfolios for those clients who wish their investments to follow their philosophical beliefs about investing following socially responsible guidelines. For clients looking for the least expensive portfolios, we have a range of diversified portfolios using exchange-traded funds to meet clients' risk tolerance and long-term goals.
As long-term experienced investors, we have established procedures to control risk while providing excellent returns. A regular review process ensures that portfolios are being managed in compliance with our clients' wishes as well as with our own internal investment guidelines. Regular monitoring assures that portfolios are maintained within their desired asset allocation ranges so that the risk and return profiles are consistent with our clients' parameters.
We offer a complete investment program that uses highly recommended, highest quality stocks, bonds, mutual funds, and exchange traded funds. Investment products and services provide Peoples Bank Customers with choices above and beyond traditional banking. Our experienced investment specialists devote their time to providing unbiased investment management, professional advice and quality service to individuals, businesses, and non-profit organizations.
How can we serve you?
- As advisor or investment manager for individuals and organizations.
- As investment manager for retirement plans and IRA rollovers.
- If you are named as a trustee or as the Executor of an Estate, we can serve as your investment manager to assist you through the process and to simplify your reporting requirements.
Investment Accounts are easy to set up.
- A simple agreement signed by you and by us is all it takes to open this type of account.
- You can make additions or withdrawals at any time.
Investment products are not FDIC insured, are not deposits of, or other obligations of, nor guaranteed by Peoples Bank and involve investment risks including possible loss of principal amount invested.
Additional Services
Are Not FDIC Insured |
May Lose Value |
Are Not Bank Guaranteed |