Investment Management Services¹

Portfolio Management Team

“How much of my portfolio should I invest in stocks?”
“How much could my portfolio decline when the next recession occurs?”
“What growth rate can I expect from my portfolio over the long-term?”

The Portfolio Managers within WesBanco Trust and Investment Services can leverage investment experience to assist you in answering these critical questions. Through a disciplined, active investment approach, our professional team is able to develop financial strategies that help you pursue and achieve your objectives. We offer extensive experience in the management of investment portfolios, as well as equity and fixed income research and analysis.

As a client, you will have a local investment professional dedicated to providing personalized service. Our highly skilled team, several of whom have earned the prestigious Chartered Financial Analyst (CFA) designation and comparable achievements, collaborates to develop comprehensive investment strategies that factor historic trends, risk tolerance and diversified investments to meet the financial goals of our clients.

The Business of Investment Management

Managing equity portfolios, which are diverse across many sectors of the economy, can be complex. Utilizing a team approach, WesBanco allows the individual portfolio managers to specialize in sectors of the economy and maintain broad market expertise.

The Investment Review Meeting provides a forum for Relationship Managers and Trust Officers to meet with other members of the Portfolio Management Team. These meetings give the entire team an opportunity to listen, ask questions and position themselves to understand decisions being made on individual portfolios.

Utilizing an independent provider of performance measurement allows the client to track the performance of their portfolio against appropriate benchmarks and truly gauge the effectiveness of the manager. Investment review reports are available on an annual, semi-annual, quarterly or monthly basis.