Contact Us    Locations    01/06/2009

Investment Management

As a community-based financial institution, The Mechanics Bank offers the personalized, flexible approach of a locally based, boutique-style investment firm, while being subject to the highest standards of integrity and the strictest financial industry oversight.

Whether you are a longtime investor seeking sophisticated strategies or just beginning to map out your financial goals, we can help. We offer comprehensive, flexible solutions designed to meet your financial needs as they grow and evolve, providing you with guidance in defining priorities for your short- and long-term goals, support in determining whether you should assume or avoid a risk, and assistance in allocating your financial assets appropriately at every stage of your life.

An experienced financial partner who puts your needs first

Our primary objective is to provide you with coordinated financial management in the unbiased and independent pursuit of your interests. We take a multi-disciplined approach, bringing together fundamental research, technical analysis and economic assessments to determine our strategy. Our investment management team is long-tenured in the investment industry and carries the additional designations of CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner). As such, their skills incorporate taxation, fiduciary principles, and broader wealth planning into the overall investment management process. To provide you with a full-service financial relationship, we also engage other key members of our wealth management team who have specialized knowledge, such as Trust Officers and Private Bankers.

Time-tested principles to move you toward your goals

Our thorough and disciplined investment process capitalizes on perceived opportunities, both domestic and international, while simultaneously acting to match overall investment risk tolerance levels with individual client objectives in generating strong long-term investment performance results for our clients.

We tailor an individualized portfolio of investment-grade securities with the potential to achieve your distinct objectives, drawing on an array of equities and fixed-income securities, mutual funds and exchange-traded funds (ETFs), as appropriate. As an added tool, we also consider offerings from external, top-ranked investment managers that may be suitable for inclusion in your portfolio.

We serve as money managers for :

• Individuals and families
• Trusts and estates
• Businesses, including pensions and profit-sharing plans
• IRAs and tax-qualified accounts
• Not-for-profit organizations
• Private foundations

A personal invitation to explore our capabilities
To learn more about how we may serve your investment needs, please contact us at 800-781-3441 to arrange an appointment.

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