Investment Management

Our investment philosophy has grown from our expertise in meeting client needs during changing market conditions. By working with us, you'll receive one-on-one attention with a dedicated investment officer to ensure your needs are met.

Investment Solutions

We take the time to understand what is unique about you. We then develop a customized family office investment strategy supported by investing assets prudently and incorporating our conservative, disciplined investment process. All of this is documented in an investment policy statement that we periodically review with you.

Portfolio Management

We select investment sub-advisors who share our commitment to service, integrity, quality, discipline, oversight, and governance. Each sub-advisor has an experienced team of portfolio managers with a unique perspective for managing money for the long term and through all types of financial market cycles. We use non-proprietary asset managers, providing an additional layer of objectivity in managing your assets.

Strategic Asset Allocation

Your MassMutual Private Wealth & Trust team will implement tailored asset allocation through diversification among asset classes with long-term and time tested investment strategies including alternative investment strategies. Allocations are monitored on an ongoing basis. As your needs and market conditions change, specific investments can be adjusted to help manage risk.

Our Other Services

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Wealth Management

Effective wealth planning and management depends on your goals and timeline. Whether you're ready to plan for a generational transfer of wealth or just starting your estate planning, we can help.

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Family Office Services

Through our private client services, including acting as your professional fiduciary, we consolidate, distribute, and manage your assets so you have financial peace of mind.