Skip Navigation Logins Toggle Menu Portfolio Management1 A smarter way to look at investing. Asset Allocation is a fundamental concept in personal financial planning and investment management. It is the process of diversifying your investments among different types of assets. Learn More Academic studies indicate that over 90% of investment return is determined by the answers to two basic questions: What asset classes should I include in the asset mix and what asset classes should I exclude? What percentage of my portfolio should be invested in each asset class? Superior Investment Results The real opportunity to achieve superior investment results lies not in scrambling to out-perform the market, but in establishing appropriate long-term strategies that will allow you to achieve your objectives with the least amount of risk. Assisting individual investors in determining the most efficient portfolio relative to risk, return and tax efficiency is the basis of the investment planning process employed by WesBanco Securities. Long-term Portfolio Management also encompasses analysis of portfolios at a micro-level: Should my qualified accounts (IRAs, profit-sharing plan, etc.) be invested differently from my non-qualified accounts (taxable accounts)? How does one achieve an efficient portfolio while owning a concentrated equity position? How should my growth assets be titled so as to minimize estate taxes? WesBanco Securities brings an array of resources to the task of Portfolio Management. We focus on understanding individual circumstances and goals and creating investment portfolios to meet each client’s unique needs. Downloads: Business Continuity Plan WesBanco Securities Privacy Policy Contact us: Contact a Financial Advisor or email us at: WSI@WesBanco.com WesBanco focuses on understanding individual circumstances and goals and creating investment portfolios to meet each client's unique needs. Our Approach & Services Our Services Full-Service Approach Previous Slide Next Slide Find a Location Near You! WesBanco operates over 200 financial centers in the states of Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and West Virginia. Over the past decade, we have built a national reputation as a safe, sound and profitable bank holding company that always strives to do better by its customers. Locations Get in Touch Fields marked as * are required Please Contact Me Regarding* Personal Products & Services Business Products & Services PERSONAL Personal Checking Personal Savings Loans & Credit Cards Online & Mobile Banking Private Banking Firstnet Login BUSINESS Business Checking Accounts Business Savings Business Loans & Credit Cards Business Services Online & Mobile Banking Private Banking MORTGAGE Mortgage Lending Home Building & Renovation Loans Find a Loan Officer Down Payment Assistance Mortgage Calculators INVESTMENTS Trust & Investment Brokerage Financial Consulting Retirement Planning Business Retirement Planning WesMark Direct INSURANCE What We Do How to Get a Quote Claim & Policy Service HEADQUARTERS 1 Bank Plaza Wheeling, WV 26003 FIND A LOCATION WESBANCO BANK, INC. ROUTING NUMBER: IN, KY, OH, PA, & WV: 043400036 MD: 055002406 NMLS ID NUMBER: 399836 CONTACT Customer Service: 800-905-9043 Telephone Banking: 888-664-5300 CONTACT 1 WesBanco Securities, Inc. (WSI), a wholly owned subsidiary of WesBanco, Inc., is a member of FINRA and SIPC. WSI invest in nondeposit investment products. Nondeposit investment products are not insured by the FDIC, not bank guaranteed, not insured by any government entity and subject to investment risk, including possible loss of principal amount invested. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Copyright © 2021 · WesBanco, Inc. All Rights Reserved. Privacy Notice | Accessibility Statement | Security Center | Site by Vitamin® WesBanco Bank, Inc. is a Member FDIC. Equal Housing Lender