Investing

As an investor, you know that the return on investment is but one criteria of success.

Have your financial resources been managed in a manner that lets you sleep well at night? Have you enjoyed the rewards of tax-efficient investing? In general, ask yourself if you've been served well in accomplishing your broad set of goals.

Your dedicated portfolio manager and their deep team are equipped to design, construct and actively manage a tailored portfolio to accomplish just that.

Benefits

  • Objective and insightful counsel
  • Individual investment solutions — every goal-based plan is tailored
  • Implementation of a broad set of investment tools

A proven process

Our relationships begin with a thorough review to identify your investment objectives. After analyzing your current holdings and developing a strategic asset allocation plan, we can together construct a portfolio of securities and/or investment funds. And as every day brings new developments — and opportunities — we continually make tactical recommendations and adjustments to optimize your portfolio, ultimately managing towards your unique goal-based objectives.

Solutions in action

Trust, respect, personal attention and creative solutions are at the foundation of our relationships. Read about some of our private banking clients and how we help them with their financial goals.

Client success stories

A team-based approach

We are organized in local teams comprised of advisors who deliver the full breadth of our client services. This approach enables us to be nimble and responsive in meeting your needs, while drawing upon the deep resources of Webster Bank.

Webster Private Bank leadership

Experience a higher level of banking.

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Disclosures

Investment, trust, credit and banking services are offered by 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.