One of the most essential components of a successful wealth management plan is customizing your portfolio and defining an appropriate investment approach.
Washington Trust's seasoned team of investment professionals offer portfolio management solutions specifically designed to accomplish your financial and lifetime goals. Our portfolio managers work in concert to provide you with comprehensive asset allocation and investment management solutions.
Our core beliefs define a proven and disciplined approach to investment management:
- Diversification - Mitigate risk, enhance return
- Discipline - Proven process yields long term results
- Best-in-class asset management - Identify and recommend optimal solutions
- Goal-driven asset allocation – Construct a portfolio that will help you reach your financial goals