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INVESTMENT MANAGEMENT

At Wachovia Wealth Management, we define effective wealth management as an overall strategy that incorporates your end goals with our many means of helping you get there. One such offering is Advantage, an approach that brings together extensive investment products with prudent management. We draw upon best-in-class investment managers, disciplined research, market perspectives and objective advice to tailor an investment portfolio unique to your needs.

The Optimal Portfolio

Our comprehensive process is designed to develop a customized investment portfolio. Working closely with you, we will:

  • Analyze your current portfolio and understand your investment goals.
  • Make recommendations of how to adjust and build your portfolio to help you meet your specific goals.
    • Our open architecture approach incorporates traditional equity and fixed income managers, as well as alternative investments such as hedge funds, real estate, commodities and private equity funds as appropriate for your investment levels.
    • We coordinate both asset allocation and manager selection with a specific focus on the efficiency and correlation of the investment managers we use.
    • We deliver specialized resources from the most respected names in the investment management industry, some that are not generally available to individual investors.
  • Provide consistent monitoring of the performance of your portfolio. We will make ongoing recommendations for changes as needed.

A Trusted Advisor

As a trusted advisor, we combine prudent solutions with state-of-the-art capabilities. Advantage is offered through Wachovia Trust, providing you the fiduciary standards of one of the most respected trust companies in the nation.

  • We provide unbiased advice with no financial incentive to choose one investment over another.
  • On most accounts, our advisory service fee is isolated from the fees or expenses of the investment managers we select.
  • As a client, you are able to clearly distinguish between the pricing for our advice and the cost of managing the portfolio.

Award Winning Investment Platform

The Advantage investment platform was recently recognized as the 2006 Platform Provider of the Year by Private Asset Management magazine. In besting approaches offered by some of the industry's most prestigious firms, Advantage was praised as an "unusually bold move" in demonstrating unbiased open architecture.

Get started today.

We welcome the opportunity to show how we can put Advantage to work for you.

  • If you are a current Wachovia Wealth Management client, please contact your Relationship Manager for more details.
  • If you are not yet a client, please use our locator or the request form to set up an appointment.

Wealth Office Locator
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Trust services are offered through Wachovia Bank, N.A. (Wachovia), a national banking association and subsidiary of Wachovia Corporation, or Delaware Trust Company, N.A., a subsidiary of Wachovia. Trusts that have their situs in and are governed by the law of Delaware use Delaware Trust Company as the trustee. Wachovia Trust is a brand name for the trust services offered by Wachovia. Wachovia Trust does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

The Massachusetts office of Wachovia Wealth Management is part of Calibre Advisory Services, Inc., a Registered Investment Advisor and a subsidiary of Wachovia Bank, N.A. Employees of this office are not employees of Wachovia Bank, N.A. For clients of the Massachusetts office, Personal Trust, Philanthropic Services and other non-credit Banking Services will be provided by employees of Wachovia Bank, N.A. through offices located outside the Commonwealth of Massachusetts. Wachovia Bank, N.A provides credit services in Massachusetts through its own offices located outside the Commonwealth of Massachusetts or through Wachovia Financial Services, Inc., Wachovia Mortgage, FSB, or other subsidiary or affiliate offices.

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