Asset Management

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.

  • Disclosure

    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.