As the number and complexity of investment options increase, the more challenging it becomes to choose the right investment. Washington Trust's Presidential Select Managed Mutual Fund Program provides a convenient, efficient and professional way to pursue your financial goals. We work with you to develop a workable and realistic investment plan that considers your needs, time horizon and risk tolerance level.

The Plan

The distance between you and your goal is shortened when you have a concrete, detailed plan to achieve it. Most investors hope that their financial future will work out for the best without planning. The irony is that creating a practical and effective investment plan has never been as easy as it is today.

The principle of asset allocation is a powerful strategic tool, but it's only effective if the financial products you choose are what they claim to be. That's why we invest only in "style-pure" funds; that is, funds that do not permit style-drift from one asset class to another. In addition, constant and rigorous monitoring of the money managers and the portfolios help the Funds remain true to their stated objectives.

The Process

Determining what percentage of your portfolio to allocate to each investment category depends on many factors, including your tolerance for risk, timeframe and financial goals. A Washington Trust professional will take the time to sit with you and learn about your financial objectives and provide you with:

• A workable financial plan tailored specifically to achieve your goals
• Personalized Service through a responsive, attentive account manager
• An investment strategy to maximize return and minimize risk
• Long-term benefits of diversification and asset allocation
• Pure investment products to optimize your portfolio's performance
• Quarterly summary of portfolio activity
• Year-end tax summary
• The ability to reinvest earnings automatically
• Internet access to account transactions and portfolio holdings

To learn more about Presidential Select, please 800-582-1076 or contact us.