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


  • 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