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Strategy

Mid-Year Investment Outlook: Fundamentals Remain Strong Despite Obstacles

Despite market volatility and concerns over trade and strained consumer demand, the economy has shown itself to be resilient and our 2018 investment themes remain intact.

Strategy

What's Driving Change in the Collectible Car Market?

Baby boomers have long driven the market for collectible cars; however, millennials have noticeably become more active, with 2017 being their strongest year ever.

Strategy

Get the Most From Your Board of Directors

Eric Czepyha

Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.

Discover

The types of clients we serve and the services we offer

Individuals & Families

We serve individuals and families, many of whom own or have sold an entrepreneurial business. They want to preserve and grow their wealth and leave a legacy for future generations. Clients come to us for sophisticated counsel and tailored solutions to help ensure their investment success.

Institutions & Family Offices

We serve family offices and institutions, including endowments and foundations, that are typically seeking custom investment solutions, transparent recommendations, and comprehensive reporting. Whether they need a strong partner to help execute their own investment thinking, or an advisor to analyze, research and recommend a successful, long-term investment strategy, BNY Mellon Wealth Management has the expertise and resources to help clients achieve their unique goals.

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Experience

What to expect as our client

Experience

A Client-First Culture

As a client of BNY Mellon Wealth Management’s Advisory Services, your investment strategy will be designed by a seasoned Investment Counsellor with a commitment to rigorous research and highly personal service. Together, we will agree on a roadmap—your Investment Policy Statement—which ensures a clear understanding of your objectives and outlines our specific recommendations for meeting them.

Perspectives

Our expertise at work

Strategy

Five Important Questions About Your Wealth Plan

Life isn't static — your wealth plan shouldn't be, either. We provide our clients with a thorough assessment of their plans to identify gaps or oversights that could have an impact on their wealth.

Strategy

Designing the Right Sale Process for Your Business

Selling your business is a complex undertaking, and designing a sale process is just one of the many steps in a larger planning discussion that will help you and your advisors obtain the best outcome for your business and your family.

Vision

Social Finance: Where Wealth and Values Meet

Investors who adopt social finance strategies don't have to sacrifice returns in order to feel good about the makeup of their portfolios or to effect meaningful societal change.

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Contact

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