Wealth Management Services
Our number one goal is to protect and perpetuate our clients’ wealth as we would our own. New York Private Bank & Trust provides clients with fully customized, tax-managed, investment advice based on unbiased and independent analysis. Services include complete investment program construction; best in class investment products, evaluation and oversight; and risk and performance analysis.
New York Private Bank & Trust provides services designed to assist investors in all aspects of decision-making related to the investment of their assets.
- Investment objectives development
- Investment strategy review
- Asset and liability modeling
- Analysis of unique investment opportunities
- Investment manager monitoring
- Performance reporting, evaluation and monitoring
- Education on investment or governance related topics
We invest with a long term perspective and create customized investment strategies that will enable clients to meet their objectives. Our investment programs are specific to client needs, and are:
- Consistent with investment time horizons
- Reflective of risk tolerances
- Designed to meet liquidity needs
- Monitored on an ongoing basis