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.
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.
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.
Establish asset allocation
Widen opportunity set to align with client goals
Objective strategy selection
Optimize investment efficiency, cost and correlation
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.