Unbiased Decision-Making

Contact An Advisor

Download Portfolio Management Overview Brochure

Meet Our Portfolio Management Group

"Our strategy is to build a well-diversified portfolio that seeks to maximize return while minimizing risk..."


We are not restricted by offering proprietary products or holding an inventory of securities. Our selection of securities and outside fund managers is based on unbiased research and analysis. During this ongoing process, our Senior Portfolio Managers and Research Analysts conduct rigorous quantitative and qualitative research, which enables Washington Trust to enhance the asset allocation options.

Our choices are made because we believe they are truly the best choices—not because we are obligated to sell a product or reduce inventory. Our independent structure and open architecture philosophy allows us to strategically combine in-house expertise with external investment management capabilities to truly achieve a “best-in-class” portfolio construction.

Institutional Expertise

Washington Trust Bank brings institutional expertise and strategies to our clients that would not be available to them when managing their own portfolios. One of the main reasons for the difference in the long-term performance of institutional portfolios versus individual portfolios has been better diversification. Historically, individual portfolios have diversified by using only traditional assets—stocks and bonds. We believe that true diversification and effective risk management can only be achieved using asset classes that are not highly correlated, but highly complementary to traditional stock and bond strategies. Our expertise allows for the construction of individual portfolios that have the same diversification sophistications as institutional portfolios.