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Strategy

Taking a Fresh Look at Traditional Investment Strategies

Margaret Franklin, President of BNY Mellon Wealth Management's Advisory Services, shares our thoughts on the current market environment, the top trends to watch and the impact they will have on our investment philosophy moving forward.

Strategy

Eight Steps to an Effective Business Transition

When considering the future sale of a business, there are many steps to consider. You've worked hard to get your business where it is today — you owe it to yourself to approach its sale deliberately.

Strategy

Driving Toward Success: Creating an Objective-Driven Investment Strategy

With your goals and risk tolerance as guides, you can identify the right combination of asset classes to create a portfolio that fits your objectives.

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

What Role Does Long/Short Equity Play in a Portfolio?

C. Ray Sidwell

Though long/short hedge funds have underperformed in recent years, many indicators seem to point toward a new market phase in which they would be well positioned to deliver value in a portfolio.

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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Learn more about us

Contact

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