Our Active Wealth Approach drives success
Active Wealth's five practices support long-term financial success with the potential to increase wealth accumulation by up to 4.8% on an annualized basis.1
Optimize growth by staying in the market with the right investment strategy, and if needed, manage concentration risk.
Understand the impact of personal spending and develop a spending strategy.
Minimize the impact of all costs, but especially the cost and drag of taxes.
Establish a customized strategy for using leverage.
Secure assets and legacy against unintended consequences.
Is Your Wealth Strategy Supporting Your Goals?
Now that you’ve learned about our Active Wealth approach, we’d like to introduce the BNY Mellon Active Wealth Accelerator, an interactive tool designed to help you assess your own financial strategies. Through a series of questions and insights, you’ll be empowered with the knowledge for how to build, grow and sustain your wealth.
Good advice is more valuable than ever
Want to Learn More about our Active Wealth approach?
1The Average Investor Value of $63.7M is derived by growing a $20m portfolio by 5.9% per year for 20 years. 5.9% is the average return experienced by mutual fund investors, as calculated by Dalbar in their 2021 report. Utilizing rebalancing, asset allocation, asset location, objective driven investing and staying invested a portfolio could increase their growth rate by 1.7% to 7.6% and grow their portfolio to $87.5M vs the average investor portfolio of $63.7M.
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