Mature man in gray sweater writes in appointment book with his laptop open on the desk and a bowl of bananas in the background

Our Process

Each client benefits from a strong and consistent client-centric portfolio construction process.
Speak with an Advisor

Set your financial world in motion. Wisely.

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

Red number one in a blue circle
Foundation

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



Red number two in a blue circle
Assembly

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

Red number three in a blue circle
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.

FIND AN ADVISOR

Open an account today with People’s United Advisors

Speak with an Advisor
  • 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

We're here to help!

People’s United Advisors brings uncommon expertise in the form of pragmatic, thoughtful wealth management solutions to individuals, families and organizations.

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

Please fill out the form below to have a Wealth Advisor contact 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


Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

© 2020 People's United Bank, N.A.