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Investment Strategies

Diversified solutions – we offer a disciplined, rules-based investment approach for institutional investors.

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Strategies built to provide a consistent,
long-term investment experience.

People’s United Advisors is an experienced investment manager able to provide customized solutions built on a foundation of asset allocation, rules-based solutions and actively managed and monitored relationships. Our investment platform is broad and thoughtfully curated -- across asset classes, investment styles including fundamental and quantitative approaches. We offer customized solutions including ESG, liquidity management, endowment and foundation and advisory services for non-profit and municipal entities.

Clients need customized solutions to achieve their unique objectives.


Our structured process uncovers investment opportunities, while managing downside risk.

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Fundamental Equity

Dynamic active management for tactical benefit
High
Confidence Equity

U.S. Large-Cap Core

A diversified portfolio of equity positions that trades at a discount to our estimates of intrinsic value.

Equity
Income Plus

U.S. Large-Cap Value

A diversified portfolio of stocks with a strong record of earnings and sustainable dividend yields.


Quantitative Strategies

Disciplined multi-factor investing to drive portfolio outcomes
Gerstein Fisher
Multi-Factor® Growth Equity

U.S. Large-Cap Growth

A portfolio providing diversified exposure to domestic growth-oriented companies with high price/book ratios.

Gerstein Fisher Multi-Factor® International Growth Equity

Foreign Large-Cap Growth

A portfolio providing diversified exposure to international growth-oriented companies with high price/book ratios.

Gerstein Fisher Multi-Factor® Large-Cap Value Equity

U.S. Large-Cap Value

A portfolio consisting of core domestic large-cap value stocks.


Gerstein Fisher Multi-Factor® Tax-Managed Equity

Core U.S. Equity

A portfolio consisting of core domestic equity securities that tracks to a benchmark and adds an active tax-management overlay.

Gerstein Fisher Multi-Factor® Global Real Estate Securities

Global Real Estate

A portfolio of diversified domestic and international real estate investment trusts.



Fixed Income

Hands-on bond management for income and total return
Short
Duration

Short-Term Fixed Income

An active bond portfolio that seeks to generate income in excess of money markets.

Total
Return

Core Fixed Income

An active bond portfolio that seeks to outperform the aggregate investment grade bond index.

Cash
Management

Liquidity

Custom solutions built to meet current and future liquidity needs.

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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.

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Simplify your financial life and achieve your goals.

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  • Working with the People’s United team provides access to comprehensive, tailored wealth solutions to simplify your financial life and help you achieve your goals.
  • The investment platform at People’s United Advisors offers fundamental, actively managed strategies as well as a suite of technically designed, multi-factor portfolios tailored to fit a diverse client base.
  • Using our open architecture platform, we construct customized portfolios to achieve client goals. By blending internal and third party solutions, we are able to meet the specific needs of each client by taking into account their risk tolerance, current situation and future objectives.
A screenshot of the WealthBuilder platform illustrating a question to establish your investment strategy

Build for your future with WealthBuilder from People’s United Advisors

An online investment and portfolio management solution designed to deliver simple and scientific investment solutions.

  • It's SimpleYou answer five simple questions about what you’re investing for, your risk tolerance and your time horizon and we’ll recommend smart investment options tailored to your unique goals.
  • It's ScientificOur solutions are built from a rules-based, systematic approach to investing. This allows for us to automatically rebalance your portfolio, when appropriate. Also, we reinvest dividends which can help maximize your earning potential.


Annual fee 0.50%. Investment minimum $5,000.

START YOUR PROFILE
LEARN MORE

Don’t you wish there was a blueprint on investment advice?

People’s United Advisors’ white paper, “Investment Advice: Lost In A Maze?” provides a comprehensive guide to the advantages and disadvantages of various advisory options.

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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.

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

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Visit a local branch near you

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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.

Gerstein Fisher is a division of People’s United Advisors, Inc., a registered investment advisor and 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


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