Financial Advisory

Wealth Management/Investments

Distinctly Different

Superior Solutions

At San Diego Private Bank, our objective is to integrate an array of services in order to simplify your life and to save you time and money. We have designed our banking services to work for you and to reward you for your relationship as a San Diego Private Bank Client.

• Professional advisors working with you as our primary focus.
• Gain access to personalized solutions.
• Diversification strategies customized to your portfolio.

Your San Diego Private Banker will provide you with unparalleled consultative service to meet your investment goals.

• Private Bank Counselor A professional portfolio management and investment plan can be tailored to your personal financial goals. With a minimum investment of $25,000 you can gain access to custom style portfolio management. Maximum returns result with the use of asset allocation as the foundation towards investing your funds. We share partnerships with professional consultants (Registered Investment Advisors) selected to accommodate our clients needs and requirements.

• Ask Your Private Banker about additional providers recently added to our extensive network. We review and update our capabilities regularly to enable us to deliver the quality and diversity of products and services you require.
  
  

• Retirement Accounts We work with you to establish a retirement plan tailored to meet your specific situation and goals. Our services include Individual Retirement Accounts (IRA's) and Simplified Employee Pension Plans (SEP) and more¹.

• Investment Alternatives: Ask your Private Banker for information on our liquid money market SWEEP accounts. Other investment opportunities exist that are exclusive to San Diego Private Bank Clients¹

• Liquidity Asset Management Maximize earnings and retain liquidity via Federated Investors Money Market Sweep product, a fully automated service accessible through your checking account. Earn competitive monthly dividends on idle funds¹.

• FDIC Insured Deposit Services For Balances In Excess Of $250,000 Upon your request, your money can receive FDIC insurance in excess of $250,000 via our membership with a nationwide interfinancial network. This Certificate of Deposit product offers safety and convenience for both your short and long term investing needs while maintaining competitive market rates.

• Self Directed Discount Brokerage Services This service allows you to make investment trades on your own, lowering your costs and adding the convenience of one site access to your overall banking needs. For access to our discount brokerage capabilities please contact your Private Banker¹.

• ¹Transactions made are not a deposit, are not federally insured and are not guaranteed by San Diego Private Bank, or by the federal government. Transactions are subject to investment risk including the possible loss of principal and the value of the product may fluctuate.