Whether you have an established portfolio or are looking for the best way to manage your assets, our seasoned investment professionals can offer strategic guidance and solutions for building a financially secure future. With no proprietary products that we manage, our unbiased focus is helping you build a balanced and high-performing portfolio by providing:
- Wealth and investment management solutions
- Portfolio management based on your needs
- A wide range of investment options
- Objective investment guidance, evaluation, and selection
- Unbiased, objective asset allocation and management
Our personalized approach:
- Identify long-term goals
- Develop a strategic plan
- Analyze current holdings
- Select investment managers
- Recommend tactical adjustments
- Provide ongoing risk management
If you would like more information, please contact Peter Gabriel, Director of Sales and Relationship Management at 203-328-8110 or firstname.lastname@example.org.
Investment, trust, credit and banking services offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
SEI Investments Management Corp. (SIMC) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.