When it comes to creating a personalized wealth management plan, Salisbury Trust Wealth Advisory Services has got you covered. Salisbury Trust Wealth Advisory Services is a division of Salisbury Bank offering wealth portfolio management. We are one of just a few select banks that offer a dedicated team of professional planning experts.
Commitment to Personalized Service
At Salisbury Trust Wealth Advisory Services, our goal is to create a personal investment plan with the most important aspect in mind: you. We can truly get to know you and your circumstances - up close and personal. And, because our services are not commission-based, we have no agenda to make trades, only to make your wealth grow.
Qualified Investment Professionals
Salisbury Trust combines private banking with professional investment management for building and preserving wealth. To help you get the most expert advice available, we have partnered with a leading investment management firm, Bradley, Foster & Sargent, Inc. (BFS). This gives you access to the skill, experience and research capabilities that has made BFS a leader in the field.
Well-Established and Objective Investment Philosophy
Salisbury Trust offers a well-established and objective investment philosophy. This philosophy follows a disciplined four-step process that helps define your individual objectives, portfolio strategy, investment manager, and performance measurement.
Step 1: client profile analysis
Your profile will be created through a series of specific questions and data gathering. This profile analysis also sets forth the objectives, guidelines, and constraints for which the portfolio will be managed.
Step 2: determination of portfolio strategy
Our team of Salisbury Trust officers will determine the appropriate portfolio strategy through diversification, asset allocation, and customization. Using this information, we will recommend the appropriate portfolio strategy to meet your future needs at a risk level with which you feel comfortable.
Step 3: selection of professional portfolio manager
We carefully screen professional management companies, qualify their experience and quantify their performance within their areas of expertise and services. From there we carefully select and recommend the appropriate individual or combination of managers that best meet your needs.
Step 4: monitoring and reporting
At Salisbury Trust, we continually monitor the performance of all recommended portfolio managers, as well as your individual portfolio, and report that performance back to you in a clear, concise report.
The bottom line: at Salisbury Trust Wealth Advisory Services, we view a well defined investment approach as a means of enriching your life and the lives of your loved ones.
Call 860-435-9801 to set up a complimentary, confidential meeting with a Salisbury Trust Officer and find out how we can enrich your life.