At Mechanics Bank, we’re in the business of building relationships – not just portfolios. Once we’re in, we’re in it for the long haul, helping you capitalize on investment performance opportunities that incorporate taxation, liquidity needs and more. We’ll also continuously monitor your portfolio against changing market conditions and evaluate opportunities to adjust your position.
Bottom line: our seasoned and resourceful financial advisors will help you manage your investments based on your risk tolerance, while balancing your near-term objectives and long-term goals. From capital growth to income generation, your investment management team will take a multi-disciplinary approach to provide comprehensive, personalized financial management for you, your family, your business or your charitable organization. It’s all about creating a strategy that’s right for you.