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A Message from the Director of WM&AS
Managing Director & Senior Vice President
Assistance with the Sale of a Business
Diana Henke, Senior Vice President & Senior Relationship Manager, Wealth Management & Advisory Services
Real estate investment trusts, or REITs, provide investors the opportunity to purchase
a diversified portfolio of real estate with an investment structure that is generally liquid.
REITs can be either publicly or privately held.
Private equity (PE) is simply financing provided to privately-held companies in return
for an ownership interest in the company.
We remain committed to having emerging markets bonds in our portfolio strategies
for the total portfolio benefits of diversification, the exposure to growing economic and
financial areas and the diversification versus the dollar.
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