At IDB Bank, we always have our ear to your needs. Which is why we established our Investment Management & Trust (IM&T) group to support high-net worth institutions and individuals like you in building, protecting and managing their wealth.
As an IDB Bank client, you’ll partner with Wealth Advisors who are as committed to working with you as they are to customizing solutions that work for you. You’ll benefit from individualized attention, ongoing engagement and a non-proprietary approach to managing your finances. And because our fiduciary obligation is always to you - you can count on us to connect you with objective, prudent investment advice and services that help you take charge of your financial life. No matter where your future takes you.
Learn how we can help you meet your financial goals through continuous evaluation and improvement.
Whether institutional or individual, investors need the experience, stringent discipline and vast resources only professional money management companies can supply. Using a rigorous four-step process, our Professional Alliances Program provides the objective investment management you require.
Dominick Lombardi, SVP, Director of Investment Management & Trust
511 Fifth Avenue, NY, NY 10017