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Broadway Bank Contact Form

Investment Management Group

Fee-based investment advisory services for individuals, trusts and estates, charitable organizations, endowments and foundations

Investment Management

Local Decision Makers.

We make all investment decisions locally. This allows our team to manage your portfolio with greater flexibility and effectiveness.

Customized Approach.

Your designated personal Portfolio Manager will monitor your investments, meet with you, and assure that your investment plan is designed to reflect all important factors such as:

  • Goals and objectives;
  • Risk tolerance (including priorities and timing);
  • Assets and liabilities;
  • Personal, family and business circumstances;
  • Income and estate tax ramifications.

REVIEW AND OUTLOOK NEWSLETTER

INVESTMENT PRODUCTS: 
NOT FDIC INSURED • NOT A DEPOSIT 
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY 
NOT BANK GUARANTEED • MAY LOSE VALUE
Broadway Bank. We're here for good.