With over 200 years of experience, insight and success, we’ve developed an unrivaled breadth of expertise across our family of global investment boutiques. With this background, we have some of the best-in-class managers who capture emerging opportunities while navigating risk.
We’re committed to providing what serves the best interest of our clients, not simply what sells. It’s one of the many reasons we have the highest-rated client satisfaction rating and unrivaled client loyalty.
We partner you with a loyal wealth manager dedicated to proactively managing your money and objectives – one fully responsible for your services and satisfaction. Not to mention a foundation of in-house teams to provide a diversity of knowledge on your behalf.
Our integrated strategies are carefully crafted to protect and grow your wealth by incorporating market trends, personal goals and financial objectives. Each strategy is treated uniquely, customized to align with your needs and aspirations, without preconceptions or prepackaged plans.
This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice and may not be used as such. Effort has been made to assure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. You should consult your lawyer or your tax professional, or your investment or financial advisor if you want professional assurance that this material, and your interpretation of it, is accurate and appropriate for your unique situation. © 2016 The Bank of New York Mellon Corporation. All rights reserved.