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BOB外围平台

Get your full financial picture and more with our all new application.

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BOB外围平台

After serving our clients well for more than 15 years, BOB外围平台 is headed toward retirement.

Its replacement – BOB外围平台 – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of BOB外围平台.

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资产
管理
资产
管理

无侧限思维线索
不断的发现.
自由的思考
导致持续的
发现.

资产管理

BOB外围平台’s asset management affiliates provide investment management and services to institutions and individuals over a variety of asset classes.

While backed by the extensive resources of BOB外围平台, these standalone asset managers operate independently, allowing them to focus on their unique individual strengths.

在一起, with common leadership and shared vision, our asset management affiliates offer investment management that can be tailored to any client need.

Click to learn more about BOB外围平台’s asset management affiliates.


Our asset management affiliates employ a diverse range of active equity, 固定收益, 资产配置, alternative investment strategies.

策略矩阵


活跃的股票 投资1919
法律顾问
EQUITYCOMPASS 华盛顿
过顾问
大帽的核心 1919年投资顾问 offers Active Equity, 大帽的核心 EquityCompass offers Active Equity, 大帽的核心
大型股价值/
股票收入
EquityCompass offers Active Equity, 股票收入 华盛顿穿越顾问 offers Active Equity, 股票收入
大型股增长 1919年投资顾问 offers Active Equity, 大型股增长 EquityCompass offers Active Equity, 大帽的核心
金融服务 1919年投资顾问 offers Active Equity, 金融服务
全球/国际股本 1919年投资顾问 offers Active Equity, 全球/国际股本 EquityCompass offers Active Equity, 全球/国际股本
所有的帽子 1919年投资顾问 offers Active Equity, 所有的帽子 EquityCompass offers Active Equity, 所有的帽子 华盛顿穿越顾问 offers Active Equity, 所有的帽子
对社会负责 1919年投资顾问 offers Active Equity, 对社会负责
固定收益
短时间内 华盛顿穿越顾问 offers Fixed Income, 短时间内
中间固定 1919年投资顾问 offers Fixed Income, 中间固定 华盛顿穿越顾问 offers Fixed Income, 中间固定
核心固定 1919年投资顾问 offers Fixed Income, 核心固定 华盛顿穿越顾问 offers Fixed Income, 核心固定
定制的 华盛顿穿越顾问 offers Fixed Income, 定制的
市政债券* 1919年投资顾问 offers Fixed Income, 市政债券 华盛顿穿越顾问 offers Fixed Income, 市政债券
对社会负责 1919年投资顾问 offers Fixed Income, 对社会负责
资产配置
股票/固定组合 1919年投资顾问 offers 资产 Allocation, 股票/固定组合 EquityCompass offers 资产 Allocation, 股票/固定组合 华盛顿穿越顾问 offers 资产 Allocation, 股票/固定组合
EquityCompass投资管理, LLC (EquityCompass) and Washing Crossing Advisors, LLC are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of BOB外围平台 Financial Corp. (“BOB外围平台”). 1919年投资顾问 consists of 1919年投资顾问 & 信托公司,.A. (“1919 IC&T”) and 1919年投资顾问, LLC (“1919ic”). 1919ic is an SEC Registered Investment Adviser and an indirect subsidiary of BOB外围平台. 1919 IC&T is an OCC-regulated national trust company that is a wholly owned subsidiary of BOB外围平台. 资产 Under 管理 represents the aggregate fair value of all discretionary assets. 资产s Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.