Investment Strategy Guidance

Standard Provident Bank’s Investment Advisory Group is an essential component of our ability to anticipate and serve even the most complex financial needs of our clients — offering investment solutions and guidance that is fully supported by our objective due diligence and investment process.

Led by our Chief Investment Officer, our team is comprised of highly credentialed and experienced professionals with deep industry knowledge (including economists, strategists, and research analysts) delivering a depth of expertise, discipline and resources — providing a solid foundation to help your advisor build your investment portfolio.

Portfolio & Market Strategy

Including asset allocation guidance and portfolio series, investment strategy, and capital market assumptions.

Investment Management

High quality proprietary equity and fixed income investment management.

Manager Research

Encompassing both initial evaluation and ongoing due diligence of third-party investment managers – covering traditional asset classes as well as alternative investments and private equity and credit strategies.

The Investment Advisory Group is responsible for monitoring the global economic and financial markets, formulating investment strategies and sourcing investment managers and solutions for the benefit of our clients — both individuals and families as well as institutions: including GenSpring our ultra-high net worth offering, Foundations, Endowments, Professional and Trade Associations, and other Commercial & Corporate clients.