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Opportunity, well managed. 

In increasingly complex financial markets, investors are challenged to stay current, monitor a diverse range of investments, and respond to fluctuations the economy. At Fulton Private Bank, we excel at developing and managing your investment portfolio.

Intelligently balancing growth and risk.

Our experienced team of portfolio managers continually evaluate current and expected economic conditions in relation to the historical performance of the various markets. That allows us to create a customized and flexible portfolio that seeks to help protect and grow your financial assets.

Growth and risk are an integral part of any investment strategy. As risk managers, we also consistently address portfolio risk and market volatility from many perspectives. Our disciplined asset oversight and rigorous due diligence process ensures that we can help reduce risk and take advantage of opportunities.

Areas of Expertise
  • Customer Portfolio Design
  • Expert Portfolio Managers
  • Investment Due Diligence
  • Dynamic Risk Management
  • Alternative Investments

Insights from our advisors:

 

WHAT IS THE ANNUAL GIFT TAX EXCLUSION?

The annual gift tax exclusion is one of the most significant ways you may be able to reduce your federal gift tax liability. The annual gift tax exclusion currently allows you to give $17,000 (in 2023, $16,000 in 2022) to an unlimited number of donees (persons or organizations you give to) without incurring gift tax. You can double that amount if your spouse consents to split the gift.

 

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