Mutual Funds & ETF Portfolios
Choose from our curated lineup or apply positive and negative screens to any of our professionally managed portfolios.footnote2
IMPACT SOLUTIONS
Where purpose drives performance
Whichever causes matter to you most, your investing strategy can be a powerful tool for putting your values into action.
Your money has the power to make an impact
With Bank of the West Impact Solutions, you gain access to an end-to-end suite of products that can help ensure your investments are aligned with your ethics and principles.
Know what you own and the activities your money is supporting
Reflect your values through your investmentsfootnote1
Be part of the solution to today's social issues
Custom Strategies
Choose from socially responsible funds that align with your values and are evaluated based on environmental, social, and governance (ESG) factors, such as climate change, conflict risk, and human rights.footnote3
Enhanced Impact Investments
Invest in highly targeted solutions, including special and time-limited offerings, such as purpose-driven structured notes, green bonds, and private funds.footnote4
Fully Integrated Solutions
Take a holistic approach to pursuing the social and financial objectives important to you by combining philanthropy and investing to activate your vision for change.footnote5
Connect with an Advisor by phone through Privilege Connect with 24/7 assistance
Call: 1-800-435-1912 (TTY: 1-800-659-5495)
International Call Collect: +1-925-975-3202 (TTY: +1-402-918-6495)
Tell us where you live
Choose your state of legal residence. We can then give you information about the products and services available in your area.
Note: Bank of the West has branches only in the states listed in the drop-down. At this time, we only open accounts for individuals and businesses in these states.