SSB Investment Services at State Street Bank concentrates on implementing portfolios that best fits our client’s needs and risk tolerance. We approach investment management by discovering the purpose of the funds; the liquidity needs of the funds; and the risk tolerance you are willing to undertake in your portfolio. Once we implement these portfolios, we constantly monitor them and adjust them accordingly.

We operate completely independent are not restricted to use one specific fund company. With this, we can ensure you that our recommendations are truly for your best interest.

Building a diversified investment portfolio can be an intricate process. There are a multitude of different investment options to build a customized portfolio. Below are some of the products that we consider when constructing your portfolio.

  • Custom Tailored, Fee-Based Managed Account
  • Mutual Funds
  • ETFs
  • Separately Managed Accounts
  • Individual Stocks
  • Bonds
  • Closed-End Funds
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments
  • Fixed & Variable Annuities

Our structure allows for us to help keep our clients on pace toward their goals with continued analysis and ongoing review.

Investment products and recommendations are selected for clients based on holistic financial planning that incorporates the client’s goals, risk tolerance, tax implications and investment time frame. Once the account allocation is determined, we work diligently to select the proper investment for each unique situation. Investments within accounts are continuously monitored and rebalanced in accordance with the client’s goals.

In addition, Investment Services at State Street Bank has no proprietary products or allegiance to one specific fund company, we work for our clients. Because there are no proprietary products, you can have complete confidence that our guidance and recommendations are independent.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. State Street Bank & Trust Co is not affiliated with Osaic Wealth, Inc.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, GA, IA, IL, IN, MO, MT, NH, NV, OH, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Securities are Not FDIC Insured, No Bank Guarantees, May Lose Value

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Ready to talk to us about managing your investments?

Call us at 217.277.0159 to discuss your needs and plans for your future.