Our dedicated team of investment professionals and trust officers work with our clients to ascertain their risk tolerance, personal objectives and time horizon to develop an appropriate asset allocation strategy. Because liquidity requirements and financial goals may change over time, we maintain frequent communications with our clients. Our goal is to provide our clients with the highest level of quality personal service while achieving above average long-term returns.
Our philosophy employs a long-term approach with the goal of satisfying income needs and capital appreciation through high-quality investments in diversified portfolios. We accomplish these objectives by carefully monitoring a number of key variables such as: the health of the economy, the current and anticipated state of the financial markets and most importantly, the individual needs of our clients. We believe our disciplined economic evaluation and policy decisions are sound as evidenced by the Bank's competitive investment performance.
Our Products and Services
* Minimum account sizes apply. Speak to an Investment Management Banking Professional for further details.
To speak to one of our Investment Management Division Professionals, please call (516) 747-0799 or email: firstname.lastname@example.org *Please do not send private information.
Investments, Wills, Estate Planning, Custodial Services and more!
To learn more about our investment management services including wealth management trust services, estate administration and custodial services, contact us or visit one of our branches on Long Island and in the boroughs of Manhattan and Queens.