Find the Investment Management solutions
for your short-and long-term business needs
through Charter One Wealth Management.
Charter One Wealth Management offers various levels of Investment Management Services
for your business—with tailored products and services available to help meet your
company's unique needs:
Charter One Private Bank &Trust provides a disciplined investment approach
and individually managed portfolios that are customized to the specific requirements
of your company's investment policy. You'll work closely with your portfolio manager
and team of professional advisors to form a disciplined investment approach and
an individually managed portfolio, which may include:
- 24/7 help with all of your banking and investing needs.
- Custody services to complete a merger, acquisition or other transactions.
- Not-for-profit services to support your organization in achieving your mission.
- Deliver Localized sophisticated wealth management solutions to help you achieve
the future goals of your business.
Charter One Investment Services Capital Markets Group offers helpful one-on-one services for short-term solutions.
Designed for companies who manage their company's cash investment portfolio in-house,
we can help maximize your returns on excess working capital or cash reserves by
purchasing high-grade fixed-income securities, which may include:
- Taxable Fixed-Income Securities such as U.S. Treasury Bills, Notes and Bonds
- U.S. Government and Agency Securities
- Corporate Bonds
- Preferred Stock
- Commercial Paper
- Money Market Instruments
- Municipal Bonds
Whether your portfolio is short- or medium-term fixed income, balanced or invested
in U.S. or global equities, a Charter One Client Advisor and a multi-disciplined team
of professional advisors are here to help ensure your company's goals are being met.
Additionally, our credit-trained Institutional Relationship Managers will review
your investment guidelines and objectives and work with you to purchase those securities
that help meet your organization's liquidity, investment and credit goals.
If you would like to learn more about Charter One Investment Services Capital Market products and services:
You can also visit a local branch, or we'll contact
you when you fill out the following quick and easy form: