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Wealth Management

Investment and Portfolio Management Process

Your portfolio is in good hands.

Your advisory team will create a custom strategy for you, and design your portfolio to meet your individual needs and goals. As a fiduciary, we structure our investment governance process to be aligned with your best interests.

The advisory team is supported and guided by the Arnerich Massena Investment Committee, which sets the firm’s investment philosophy and overall positioning. The Product Committee oversees the research and recommendations of products to implement that positioning, and the Portfolio Management Committee oversees tactical implementation.