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 leading investment management firms. This gives you access to the skill, experience, and research capabilities that has made our partners leaders 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 discussion with your Trust Officer followed by additional data gathering. This analysis also sets forth the objectives, guidelines, and constraints from which the portfolio will be managed and for which your overall financial condition may be monitored.
Step 2: determination of portfolio strategy
Our team of Salisbury Trust Officers will determine the appropriate portfolio strategy which will include diversification, asset allocation, and other criteria applicable to your circumstances. 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 as part of your overall wealth. Investment performance is reported back to you and discussed at meetings which are arranged to fit your schedule.
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.
Securities and investment products offered through Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.