Mellon
 
Mellon
 
BNY Mellon Wealth Management
Our Approach

Designed specifically for private clients, BNY Mellon Wealth Management's disciplined 6-step process guides the creation of each client's customized wealth management strategy, ensuring access to every resource and opportunity we offer - in a way that makes sense for you.

Click on any step below for more detail.
 


We document the plan in an investment policy statement that details your specific portfolio investments or credit structures. This statement also serves as a guide for your portfolio team, enabling a common understanding and consistent, focused execution of your strategy. Additionally, we confirm our relationship practices with you, ensuring your comfort with our communication and service plan. Then, we implement your strategy.
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