Wealth Management Services // Investment Advisory
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Wealth Management Services

Investment Advisory

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