Investment Management

Our disciplined approach

ANB’s professional investment advisors will work with you to design a customized, managed portfolio. Drawing from years of experience and expertise, we’ll provide you with unbiased, honest guidance. Then, using our asset allocation models, your advisors will carefully select the combination of investment options that best fits your return and risk expectations, while also identifying ways to minimize taxes. And because ANB believes that serving your needs is the only goal, we also partner with a number of rigorously screened external equity managers to ensure maximum portfolio flexibility.

Options and opportunities

Depending on your individual needs and goals, your investment plan may integrate a variety of options, including:

• Stocks
• Bonds
• Mutual funds
• Managed accounts
• Closed-end funds
• Municipal bonds

We also partner with a number of rigorously screened external equity managers to ensure a broad selection for maximum flexibility.

Strategies and tactics

Every plan is designed to address both short- and long-term opportunities. Tactical solutions seek to capitalize on temporary market inefficiencies for your benefit, while strategic solutions encompass a broader range of investment ideas and vehicles for longer-term results.

Portfolio Foundations, the cornerstone of our strategic solutions, includes both equity holdings and fixed-income securities:

• The equities portfolio is benchmarked to the S&P 500 Index, targeting a broad footprint of equity styles — including large-capitalization companies along with value, growth and international opportunities.
• Fixed-income investments are tailored to address your specific needs for income and capital appreciation.

Vigilance and adaptability

Your ANB investment team will continually monitor your portfolio to make sure it aligns with your approved plan. We have the in-depth knowledge to anticipate and adjust for market trends and economic conditions that could affect your results. And because we maintain an ongoing personal relationship with you, we will also be aware of your significant life events and changing needs, and adapt accordingly. Through it all, ANB will always deliver the highest level of customer service and personal attention — because you deserve nothing less.