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.

Ready to talk to us about managing your investments?

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