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Investment Management

One of the most essential components of a successful wealth management plan is customizing your portfolio and defining an appropriate investment approach.

Disciplined 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

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Build a Plan for Life

While much of what happens in life is unpredictable, some major financial goals -- such as owning a home, educating children, and retiring in comfort -- can be anticipated and planned for.

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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit Not Insured by any Federal Government Agency