To develop a customized portfolio, we collaborate with each client taking you through a process to help you pursue your long-term financial goals.


The portfolio process at Wye Financial & Trust begins with assessing needs, followed by developing allocation and hiring trustworthy money managers. Next Wye Financial & Trust monitors performance, re-balances as needed and begins the process again.

 

1. Assess Needs

We help our clients work towards their financial goals by adapting our services to fit your unique needs.

2. Develop Allocation

Our Advisors will walk you through a list of options available to help establish the risk tolerance that works for you and your family. Services available include:

  • Mutual funds
  • Fee-based portfolio Management
  • Separately managed accounts
  • Brokerage services through LPL Financial
  • Cash management
  • Alternative Investments

3. Hire Trustworthy Money Managers

  • FCI Advisors
  • Gilman Hill Asset Management
  • DT Investment Partners

4. Monitor Performance

  • Statement frequency as desired and 24/7 Online Access
  • Monthly, quarterly, and/or annual performance reporting
  • Ad-hoc reporting as requested (i.e. projected income, realized and unrealized gains and losses, tax worksheets, etc.)
  • Regular face-to-face meeting with Wye Trust Advisors

5. Rebalance

  • Analyze and reassess accounts
  • Cash flow management
  • Tax sensitive strategies
  • Wealth transfer
  • Collaborate with other professionals as requested by client
 
 
 
 
 
 
 
 
 
 

Wealth Management and Trust services are offered through Wye Trust, a division of Shore United Bank. Shore United Bank and Wye Trust are not registered broker-dealers.

 
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value