Wealth Management Programs & Services for Banks
AmVest Capital has entered into a partnership with Blue Granite Capital, a registered investment advisor, to provide wealth management programs and services for banks and their clients who have expressed a need and desire for professional portfolio management. Your clients and bank profits remain "in house" while you access the services of a professional money manager to help your clients effectively deal with the current economic challenges and the complexities of making successful investment decisions.
Blue Granite Capital offers to banks:
- An SEC Registered Investment Advisory firm
- More than 30 years experience advising institutional and individual clients
- Competitive fee-based advice and conservative investment philosophy
Our Strategy for Wealth Management Programs & Services for Banks:
- Capital Preservation: An asset allocation strategy designed with the optimal balance of stocks & bonds
- Prudent Long-term Growth & Income Methodology: to minimize risk & enhance performance
- Unbiased Investment Advice: so that we adhere to a customized Investment Policy to meet each client's individual financial requirements
We will be happy to discuss personalized asset allocation strategies and performance returns with your clients at a private consultation at no charge.
Contact us to learn more about our wealth management programs and services for banks.