Wealth Management
As Sonoma County’s leading provider of comprehensive wealth management services Exchange Bank delivers a full range of investment, personal trust, and private banking services.
Investment Management
The investment management process begins by understanding your long–term financial goals as well as your current financial situation. We then establish an investment objective aimed at achieving your goals. We build client portfolios using the asset allocation and broad market diversification approach of Modern Portfolio Theory.
Personal Banking Services
We work with you to design investment strategies around your individual circumstances, utilizing the concepts of Modern Portfolio Theory to maximize return while minimizing risk. We can also serve as a key part of your professional team of advisors, working closely with your attorney and CPA as needed.
Personal Trust Account Administration
Every personal trust client is assigned a team of advisors led by a Personal Trust Administrator. The Administrator, working closely with you, provides important services such as:
- Trust tax filing
- Safekeeping and record keeping of assets
- Accounting of income and payments
- Easy–to–read comprehensive statements (Paper copies are mailed to all beneficiaries and, upon request, to their advisors.)
- Detailed information on income for personal tax returns provided annually
- Online access to balances and daily activity with Exchange Bank’s Portfolio Account Account Link.
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