Advisory Services

People’s Securities offers professionally managed investment portfolios of mutual funds, exchange-traded funds (ETFs), stocks and fixed income securities. Whether you have $50,000 to invest or have amassed significant wealth, your financial advisor or investment portfolio manager will work with you to understand your investment goals and objectives, as well as understanding your time horizon and risk tolerance in order to determine the right solutions for you.

Benefits Include:

  • Professional money management
  • Managed risk through broad diversification by asset class and style
  • Detailed statements and performance reports to keep you informed of the status of your portfolio
  • Ongoing monitoring and rebalancing of your portfolio
  • Regular meetings with a financial advisor or investment portfolio manager
  • Full-time management for an initial investment as low as $50,000

Managed Advisory Portfolios:

Using one of our asset management services can reduce financial risk while enhancing the potential for return on your investments. Managed portfolios of mutual funds, exchange-traded funds (ETFs) and stocks are available through our Financial Advisors for an initial investment as low as $50,000. Click on any of the links below to learn more about the managed portfolios we offer:

Our Financial Advisors are available to meet with you at any People’s United Bank location. Call today at (800) 392-3009 to schedule an appointment or click here to find a Financial Advisor near you.

Individually Managed Advisory Portfolios:

We also can help you create a portfolio with the experts at Olson Mobeck Investment Advisors. Investment portfolio managers are available to create a customized and diversified portfolio to maximize your investments.

As your income and net worth increases, investment planning may also become more complex. For clients that have amassed wealth of $350,000 or more, professional investment management provides a solution.
Click here to learn more about the advisory services from Olson Mobeck Investment Advisors.

Related Information


Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A.

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