Our Process

Each client benefits from a strong and consistent client-centric portfolio construction process.

Set your financial world in motion. Wisely.

People’s United Advisors’ deploys a consistent investment approach, blending fundamental and quantitative strategies.

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Foundation

Disciplined systematic allocation principles. This is where we set your allocation.



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Assembly

Objective strategy selection. This is where we select the investments that will make up your portfolio including tailoring the strategy and investment vehicle.

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Implementation

Tailored to meet unique client requirements. This is where we put your strategy in place and continue to monitor it.


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.

Open an account today with People’s United Advisors

  • Talk to an advisor face-to-face
  • Call us and talk to our Investment Service Center
  • Trade stocks and bonds
  • Buy mutual funds
  • Invest in a managed account that reflects your time horizon, risk tolerance and goals
A screenshot of the WealthBuilder platform illustrating how to get started on your customized investment strategy

Coming soon

Build 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.

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.

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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