Investment Management
Peapack Private provides investment management solutions for individuals and families as well as institutions, including not-for-profit organizations, endowments and public and private foundations. We build customized portfolio strategies for our clients through the combination of an in-house research and security selection process, as well as by utilizing high-quality, third-party investment managers with both active and passive strategies and vehicles.
Dedicated portfolio managers work with clients to develop customized, tax-aware, diversified multi-asset class strategies designed to meet their long-term objectives consistent with their financial plan.
Setting Objectives:
- Identify and Prioritize Client Goals
- Outline Time Horizon
- Assess Risk Tolerance
- Understand Liquidity Requirements
- Define Income Needs
Implementation:
- Develop Strategic Asset Allocation
- Determine Security and Manager Selection
- Maintain Tax Awareness
- Offer a State-of-the-Art Open Architecture Platform
Manage, Monitor and Evaluate:
- Monitor investment objectives consistent with financial plan and risk tolerance
- Monitor risk tolerance, time horizon, and changing circumstances
- Establish diversified portfolios depending on clients personal needs
- Measure portfolio performance against financial objectives
- Strategically rebalance portfolios
- Tactically monitor asset allocation and sector shifts
- Maintain a quality and valuation sensitive focus
- Develop solutions for concentrated assets to mitigate risk and to minimize tax liability