Gain Years of Investment Experience in a Single Sitting
Every investment account at the Bank of Millbrook opens the same way, one-on-one with your investment advisor. Over 120 years, we’ve learned the best way to give clients what they want is to know your clients.
The benefit of being Dutchess County’s only locally operated Trust and Investment Services department is that the people who make the decisions about your investments are here. When you meet with your investment advisor, we’re listening to what you have to say so we can understand your investment attitudes and objectives, and use those to build a portfolio that makes sense for you.
We have a team that is proud to be called careful, conservative, competent, and they bring a wealth of investment experience to the Bank of Millbrook.
We take a proven and conservative approach to growing, and preserving, your wealth. So in addition to investing in companies with sound fundamentals, we diversify your portfolio across a mix of assets – equities, bonds and money market investments – to ensure we dilute risk and build strong foundations for the long term.
Give us a call and let us share our experience with you.