

Investment Management
Peapack Private provides investment management solutions for individuals and families, as well as for institutions, including not-for-profit organizations, endowments and public and private foundations. We build customized portfolio strategies for our clients through 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 our clients to develop customized, tax-sensitive, multi-asset class strategies to optimize and realize your long-term objectives.
Setting Objectives:
- Time Horizon
- Risk Tolerance
- Liquidity Requirements
- Return Expectations
- Income Needs
Implementation:
- Asset Allocation
- Security/Manager Selection
- Tax Awareness
- Portfolio Construction
Manage, Monitor and Evaluate:
- Establish and Modify Investment Objectives Consistent with Return/Risk Parameters
- Review and Assess Risk Tolerance and Time Horizon
- Develop Solutions for Concentrated Assets to Mitigate Risk and to Minimize Tax Liability
- Establish Diversified Portfolios or Completion Portfolios Depending on Client Need
- Review Outside Investment Portfolios
- Measure Portfolio Performance Against Financial Objectives
- Tactically Rebalance Portfolios to Optimize Risk-Adjusted Returns