Investment Management
Personalized, Flexible, Experienced
When it comes to investment management, you have the opportunity to capitalize on a rare combination in today’s marketplace: the personalized, flexible responsiveness of a local, independent boutique-style investment firm with the seasoned, disciplined resourcefulness of a sophisticated financial enterprise.
Building relationships, not just portfolios
Our process begins with understanding you – your life goals, your financial and investment goals, your risk tolerance, your timeline and your current financial condition.
Your investment program evolves as your needs and circumstances evolve. Your program benefits from a diverse array of asset classes and investment categories.
In it for the long haul
We’ll help you identify stable and strong long-term investment performance opportunities that incorporate taxation, fiduciary principles, liquidity needs, and broader wealth planning. We’ll continuously monitor your portfolio against changing market conditions and evaluate opportunities to adjust your position to your changing circumstances. We’ll help you match the right investments to your acceptable levels of risk, and help you meet near-term objectives while taking advantage of long-term opportunities.
From capital growth to income generation, your investment management team employs a multi-disciplinary approach to provide comprehensive, personalized financial management for you, your family, your business or your charitable organization. It’s all about creating a strategy that’s right for you.
Collaboration with Registered Investment Advisors
Mechanics Bank values our fiduciary duty, attending to the Trust’s day-to-day administration, and offers an open architecture platform for investment management when we act as Trustee. Our team of Trust professionals welcome the opportunity to engage a third-party Registered Investment Advisor (RIA) to manage the Trust’s securities. Our oversight program of investment management responsibilities allows for unbiased monitoring of portfolio performance, asset allocation, and risk concentration. When we engage a third-party RIA, we perform due diligence to ensure the firm is suitable to work within our open architecture platform.
