Investment Management

Customized investment solutions designed to help your institution succeed.

Speak with an Advisor
Spacer image 1px

Clients need customized solutions to achieve their unique objectives.

People’s United Advisors’ helps clients achieve their objectives through a disciplined, rules-based approach. Our structured process uncovers investment opportunities, while managing downside risk.

A colorful infographic illustrating the process used by People's United Advisors to build customized investment plans
Spacer image 1px

People’s United Advisors

We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.

FIND AN ADVISOR

A consistent approach
We believe that professional guidance can add alpha to your investment portfolios. Experienced and locally-based, our approach allows each client to benefit from a strong allocation focus and a deep and broad platform of investment solutions.

White number one in a white circle icon
Foundation

Establish asset allocation

Widen opportunity set to align with client goals

White number two in a circle icon
Assemble

Objective strategy selection

Optimize investment efficiency, cost and correlation

White number three in a circle icon
Implement

Tailored solution

Built to meet risk, income and growth objectives

INVESTMENT TEAM

Let’s invest.

For decades, the investment and wealth professionals at People’s United Bank have worked with individuals, families and businesses to help solve for their unique financial requirements. From setting up an investment program for long-term goals to developing a more complex business retirement plan, we are a local resource defined by uncommon expertise and substantial experience in the markets.

Speak with an Advisor
  • Fundamental Equity
  • Quantitative Equity
  • Fixed Income
  • Alternatives
  • Advisory Services
  • Cash Management
  • Retirement
  • Custody

We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

Red and blue telephone. Call this phone number for help, to speak with an expert or for more information

Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

A red and a blue person

Visit a local branch near you

People's United Advisors official logo

Disclosure

Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• 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


ADV Part 2A-2B - Privacy Policy - Legal Disclosure

© 2019 People's United Bank, N.A.