Managing a portfolio can be a full-time job — so that, plus your other full-time job, can be a lot to manage. That's where Relyance Bank can help.
The Relyance Bank Way
We offer an experienced staff, dedicated to giving your portfolio and financial goals the full-time attention they deserve. Our dedicated administrators come with years of successful investment experience. We work closely with you to help meet both short- and long-term goals — all while staying within your risk guidelines.
And we understand that no two situations are the same. Therefore, no two investment portfolios should look the same. We work hard to understand your needs and to get a grasp of your entire financial situation, investments objectives, and risk tolerance. From there, we design a personalized investment plan just for you.
Whether we're just offering suggestions or designing a 360-degree financial plan, you always have the ability to accept or reject our recommendations along the way. That way, we can ensure that you have a financial plan that is as comfortable for you as it is personalized to you.
A list of our common investment duties include:
- Researching investments
- Recommending investments
- Choosing investments for you
- Holding securities
- Monitoring performance
- Managing assets in your absence
- Working with your other advisors
- Collecting/distributing investment income
- Buying and selling securities
- Reporting on investments
- Providing details of all transactions
- Keeping tax and accounting records
- And more
Our investment decisions are always:
Disciplined – We identify opportunities in up and down markets and act on them quickly to keep your portfolio earning the highest possible returns in all types of investing climates.
Fact-based – We do our research before we make recommendations. And we never succumb to investment "fads." We look for proven investments that fall within your risk tolerance guidelines.
Unbiased – We help you choose the securities that are the right fit for you, no matter your investment goals and risk tolerance.
Performance-oriented – We have a reputation for integrity, professional performance, and dedicated client service. Your financial welfare is our primary concern. We do everything possible to make sure our relationship with you is productive, satisfying, and built on trust.
If it's simply to answer a question, for a second opinion, or you'd like a top-to-bottom financial plan, our experienced staff is here to make your investment goals become your reality.
Investments within the Wealth Management department are not bank deposits or obligation of, or endorsed or guaranteed by, Relyance Bank, nor are they insured by the Federal Deposit Insurance Corporation ("FDIC"), the Federal Reserve Board, or any other agency and may lose value.