INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE
Copyright © 2005
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Mike Zwartjes
Executive Vice President
Investment Management Group
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Investment Management Group
At The Private Bank at Broadway, the goal of our Investment Management Group is to provide professional management, flexible solutions, and the highest level of personal service. Your solution could range from a customized portfolio managed by one of our investment professionals to our Multi-Manager Advisory Service.
In either case, you will have a designated personal Portfolio Manager who will monitor your investments, meet with you, and assure that your investment plan is designed to meet your goals, objectives, and risk tolerance.
As changes occur in the financial world or in your particular needs and objectives, we will be there to help you adjust your financial plan accordingly.
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Areas of Specialty:
• Customized portfolio management
• Thorough understanding of your needs
• Goal monitoring and achievement
• Multi-Manager Advisory Service
• Managers who hold the Chartered Financial Analyst designation |
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The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.
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Local integrated team
Dedicated relationship managers
Wealth advisory services
Customized lending solutions
Active portfolio management
Full-service brokerage services
Trust and estate planning services
Real Estate and Mineral Management
Estate Settlement Services
Timing is everything!
Click to see chart
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Private Client Services (210) 283-4000
Wealth Management
(210) 283-6700 |
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