Portfolio Management1
A smarter way to look at investing.
Asset Allocation is a fundamental concept in personal financial planning and investment management. It is the process of diversifying your investments among different types of assets.
Learn MoreSuperior Investment Results
The real opportunity to achieve superior investment results lies not in scrambling to out-perform the market, but in establishing appropriate long-term strategies that will allow you to achieve your objectives with the least amount of risk.
Assisting individual investors in determining the most efficient portfolio relative to risk, return and tax efficiency is the basis of the investment planning process employed by WesBanco Securities.
Long-term Portfolio Management also encompasses analysis of portfolios at a micro-level:
- Should my qualified accounts (IRAs, profit-sharing plan, etc.) be invested differently from my non-qualified accounts (taxable accounts)?
- How does one achieve an efficient portfolio while owning a concentrated equity position?
- How should my growth assets be titled so as to minimize estate taxes?
WesBanco Securities brings an array of resources to the task of Portfolio Management. We focus on understanding individual circumstances and goals and creating investment portfolios to meet each client’s unique needs.
Downloads:
Business Continuity Plan
WesBanco Securities Privacy Policy
Contact us:
Contact a Financial Advisor
or email us at:
WSI@WesBanco.com
Find a Location Near You!
WesBanco operates over 200 financial centers in the states of Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and West Virginia. Over the past decade, we have built a national reputation as a safe, sound and profitable bank holding company that always strives to do better by its customers.
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