IDB Bank
Portfolio Access Investment Banking
Investment Management & Trust


MEMBER FDIC

You need financial advice from a bank
that knows how to listen.

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.

Our Hallmarks

  • Disciplined Investment Process
  • Open Architecture with No Proprietary Products
  • Customized Tailored Portfolios
  • Outcome-based Process to Meet Specific Client Needs

Featured Products and Services

  • Discretionary Investment Management
  • Trust and Estate Services
  • Cash Management Services
  • Retirement Plans
  • Custody and Escrow

Our Investment Process Revolves Around You

Learn how we can help you meet your financial goals through continuous evaluation and improvement.

The Professional Alliances Program

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.

Analyze

  1. Collect detailed information about your financial profile
  2. Assess needs and goals, and develop an Investment Policy Statement

Design

  1. Structure accounts to maximize tax efficiency and control
  2. Determine appropriate asset allocation strategy
  3. Determine best location for assets among various asset types

Implement and Manage

  1. Execute investment process and manage assets

Review

  1. Meet quarterly, semi-annually or annually to review accounts

For more information, please contact:

Dominick Lombardi, SVP, Director of Investment Management & Trust
IDB Bank
511 Fifth Avenue, NY, NY 10017
(212) 551-8534

For current clients:

Portfolio Access


INVESTMENT PRODUCTS: NOT FDIC INSURED * NOT A BANK DEPOSIT
* NOT INSURED BY ANY FEDERAL GOVERMENT AGENCY *
* NO BANK GUARANTEE * MAY LOSE VALUE *