By combining in-house expertise with external investment capabilities, Washington Trust achieves best-of-class portfolio construction. Unlike large national companies, our Portfolio Management Group is not restricted to offering its own proprietary products and does not hold an inventory of securities. We have no company affiliations.
Our own rigorous independent research and analysis includes a selection of individual securities and best-in-class fund managers, allowing us to make sound, disciplined recommendations. Our independent structure places Washington Trust Bank in an elite class of Portfolio Managers who position our portfolios to be focused on our clients' requirements—and not to proprietary investment offerings.
Financial planning
Best-of-class selection
Global investment expertise
No commissions or loaded mutual funds
No proprietary or "captive" mutual funds
No security inventory to sell
No fund or company affiliation
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