Personal Investing

Achieve your financial goals through smart investment solutions tailored to meet your needs.

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A full spectrum of solutions

Customized investment options designed to address the unique objectives of individuals, families and organizations.

Managed portfolios

Diversified portfolios, quantitatively managed to meet a wide range of investor objectives.

Mutual Funds

Low-cost, professionally managed funds to meet a variety of financial goals.

Income solutions

Broad range of income generating investments to meet current and future income needs.

Tax advantaged accounts

Proactive, systematic tax efficient investment options.

Individual securities

Full service & self-directed investment options.

Wealth transfer

Practical solutions to preserve and pass on our clients’ legacies.

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.

Speak with an Advisor

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.

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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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WealthyMinds shares insights for your financial well being with a feature in this issue on investment advice

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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.

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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