Investment Management

Our investment approach and strategies are designed specifically with private clients in mind. They share one ultimate goal: enhancing total portfolio results while controlling risk across all market cycles.

Leveraging more than 225 years of experience, we draw upon strengths that truly set us apart:

Talented, dedicated investment professionals

• Each client's senior portfolio manager is backed by an investment organization dedicated to the unique challenges of high net worth, taxable portfolios.
• Our emphasis on strategic asset allocation and strategic investment architecture is designed to give both expert strategic guidance as well as access to the expertise and insights of BNY Mellon's expansive Asset Management organization, providing you the best ideas of our entire firm.
• Our investment capabilities reflect a direct management approach, which helps to achieve generally lower costs and greater control over tax consequences — critical to generating competitive absolute and relative portfolio returns.

Depth and strength of resources

We offer deep expertise and strengths across all asset classes and specialties, actively managing client investments rather than just buying products.

We are committed to what we offer and remain accountable for our decisions. This approach results in thorough, first-hand investment knowledge and experience across asset classes, including

• Equity investments
• Fixed income investments
• International investments
• Liquidity management
• Alternative investments