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Investment Management

expertly managing risk to increase your reward

Personal Investment Management

At Webster, your financial vision is at the core of your Private Banker’s every action. And every action is objective and unbiased, because Webster isn’t affiliated with any mutual fund company. As an independent and objective manager, we can create the most customized investment solutions possible.

Webster Private Bankers live and work in your community, so while they know global markets, they also understand the local economy and how it affects your business, your income, and your long-term personal and financial goals. It’s a unique combination that makes investing with Webster more inviting, and more rewarding.

As a Webster customer, you’ll get the kind of personal service you deserve. Your Private Banker will listen to your objectives and concerns. From there, she’ll build a portfolio specific to your goals. Our portfolios are developed from a wide range of individual securities as well as the nation's best-known mutual funds and Exchange Traded Funds (ETF). Over time, we’ll develop that portfolio, adjusting as needed, always keeping your tolerance for risk in mind. We’ll consistently monitor portfolio performance to ensure it’s on track to meet your financial vision.

Institutional Investment Management

At Webster, we have a full suite of institutional trust capabilities to integrate your different financial services. We can provide hands-on, expert management of your assets, and ensure sound decisions are made based on your long-term financial objectives.

Learn more about our Institutional Investment Management options.

If you would like more information or to meet with Webster Private Bank, please call us at 1-800-580-3656.