FROM HANDS-ON TO SELF-DIRECTED: SOLUTIONS FOR EVERY INVESTOR.

Investment Solutions

At Bank of the West Wealth Management, we understand that each individual has more than just different risk tolerance levels and preferences for how to invest their money. There are also different levels of participation in the management of an investment portfolio that are ideal for each of us. We have options for you whether you want to delegate day-to-day asset management to a Portfolio Manager, have support from a professional financial advisor, or make decisions and investments all on your own.

Wealth Management Full Portfolio Management

For our clients who want the complete asset management, our investment professionals are here to give you the personal attention you deserve. Working with your Private Client Advisor, our Portfolio Managers analyze your current holdings and work with you to customize an investment strategy and asset allocation to help meet your needs.  Our Portfolio Managers then handle the day-to-day details of investing your funds.  As your needs change and the market changes, we're there every step of the way to help you restructure your portfolio.

If you're looking for a partner in managing your investments, contact a Wealth Management Private Client Advisor today. Learn more about full advising

Advisor-Assisted Investing Options

For clients with a more simplified investment portfolio, we also offer in-person investment advisory services. Through BancWest Investment Services, you can get recommendations on asset allocations and then have your funds invested in strategies managed by a range of investment management companies. Our advisors also assist Wealth Management clients with complementary solutions such as insurance to help manage their risk.

If you’re looking for an advisor-assisted investment approach, contact us at 1-888-808-2947 or find a Wealth Management location.

Self-Directed Investing

Get the hands-on investing tools you need through BancWest Investment Services. Set alerts, create watch lists, view market updates at a glance and make changes to your investment strategy on-the-fly. We have the resources and services needed for even the most advanced investor. Plus our online investing platform is integrated seamlessly with your existing Bank of the West Online Banking service.

Learn more about self-directed investing

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