Wealth Management

Whether it's enjoying an early retirement, launching a new business, building a dream home or funding a child or grandchild's education, you want to achieve your goals.  Borel Private Bank & Trust Company makes it easier with an unwavering commitment to your financial success and a comprehensive offering of products and services.  For over 29 years we have been providing investment, retirement, fiduciary and private banking services to individuals, families, businesses and non-profits in the Bay Area.  Our clients benefit from our relationship based approach, delivered by our team of experts.

A Disciplined Approach

Investing with Borel, you can be sure that your wealth is being managed in a responsible and sound manner.  As investment advisors, we work closely with you to develop and implement your investment strategy – accepting full discretion, consulting you on each decision or acting on your direction – through a systematic approach to the purchase and sale of securities.

• Your Team – a Relationship Manager and Investment Officer will be assigned to you and help you accomplish your financial goals and objectives.
• Evaluate – we listen closely to you to develop a clear understanding of your goals, stage of life, risk tolerance, investment time horizon, personal priorities, family situation, income needs, tax status and return expectations.
• Asset Allocation – we develop an asset allocation model to best meet your needs, all the while continuing to explore new investment opportunities in light of a changing economy and market conditions.  We keep you apprised of changes with recommendations for reallocations where applicable.
• Review – we meet with you periodically to review your portfolio performance and all accounts are reviewed annually by our Investment Committee.

Investment Management

We offer customized investment management, with individual stocks, bonds and mutual funds to meet your individual needs and objectives. (for relationships starting at $500,000)

Diversified asset classes

• Cash – Money Market, Treasury Bills, Commercial Paper, Discount Notes, Certificates of Deposit
• Fixed Income – Treasury Notes, Government Agency Notes, Corporate Bonds, Bond Funds, Tax-free Bonds, Global Bond Funds
• Equities – Domestic Small, Mid and Large Cap, Growth and Value Stocks, Exchange Traded Funds, International Equities, REITs and Mutual Funds

Borel Investment Portfolio (BIP)

Asset allocation combining different asset classes into portfolios that target specific investment goals based on a model of risk and return, (for relationships starting at $50,000)

• You select from the models based on your risk tolerance, taxable objective, need for income or growth opportunities
• The model is rebalanced quarterly
• Mutual funds are used for diversification

Cash Management

We offer customized portfolios of short term investments structured to match maturities with your anticipated cash needs within agreed upon risk tolerances.

Investments are not FDIC insured, have no bank guarantee, and may lose value.

For more information about our Investment Management Services or to make an appointment with an Investment Officer call 650-378-3720 or visit the location most convenient for you.