Our team professionally manages investment portfolios for clients within individual and joint accounts, trust accounts, retirement accounts, and institutional relationships such as non-profit organizations.
We will work with you to develop an Investment Policy Statement (IPS), because we take a “life-goal” approach to planning. We seek to unearth your individual priorities and specific life circumstances, which will allow us to develop a strategy that will meet your exact needs and goals.
Using a tailored mix of cash and securities, a portfolio is customized for your unique situation.
Deposit and loan products are offered by Sandy Spring Bank, Member FDIC and Equal Housing Lender.
Investment Services are Not FDIC Insured, Not Guaranteed and May Lose Value.