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 If you're in the market for a personal Portfolio Manager, you can count on us. We have investment management expertise coupled with attentive personal service that individuals demand. You can call on us for investment management, guardian / conservator accounts, IRAs – Depending on your requirements, we're prepared to serve as an investment manager, advisor or trustee. We'll help you determine the most appropriate asset allocation for your situation. From there, we'll custom-build a stock and bond portfolio specifically tailored to your needs. And, for accounts where individual securities don't meet your objectives, we can have one of our licensed advisors with NewAlliance Investments Inc. assist you. No matter which type of service you desire, we'll closely manage your account, reporting progress quarterly and making recommendations for strategy changes as needed. Trust Company of Connecticut, A Division of NewAlliance Bank, will maintain custody of your assets, collect and pay account income, make capital changes, buy and sell securities, produce account statements, and fulfill tax-reporting duties. Services offered are not insured by the FDIC, are not deposits of, or other obligations of, or guaranteed by, NewAlliance Bank or any of its affiliates and are subject to investment risk, including the possible loss of the principal amount invested.
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