Private Wealth

Private Wealth

Private Wealth

Private Wealth

Helping Our Clients Confidently Achieve Their Long-Term Investment Goals

We work with our private wealth clients to design a tailored investment portfolio. With sophisticated risk analytics and asset allocation tools, we can help ensure each client’s portfolio is constructed and managed in alignment with their unique, long-term risk and return objectives.

Experienced Asset Management

Our portfolio managers bring decades of experience to our investment process.


For clients in search of an investment portfolio diversified across asset classes, we combine our internally managed equity and fixed income strategies in an open architecture format to create a Multi-Asset Strategy portfolio. For each asset class, we select appropriate stocks, bonds, funds, or ETFs best suited for the portfolio. We employ a rigorous process for selecting both internal and external investment strategies.

Internally managed equity and fixed-income strategies include:


  • Disciplined Equity LargeCap, SMidCap, AllCap with custom ESG, values-based, and tax-managed capabilities
  • Fundamental Equity Large Cap Value and Small Cap with custom ESG and SRI capabilities


  • Municipal and Limited Duration Municipal Tax-Exempt Strategies
  • Short-Term, Intermediate, and Core Taxable Strategies with ESG and SRI capabilities

Dedicated Client Service

Every private wealth client works directly with our experienced investment professionals and client portfolio managers. We seek to build long-term relationships that emphasize open communication and collaboration to help our clients attain their goals.

Client Relationship Summary

To learn more about our private wealth capabilities, contact Charlie Dillon at