Peapack-Gladstone Bank (Investment Management) disclosed in a filing on September 30, 2021 that it increased its stake in Alleghany Corp.

Nov 26, 2021
Institutional Holdings Changes
Background Information
Peapack-Gladstone Bank's wealth management division focuses on long-term quality investments. The team adjusts portfolio asset allocation weightings based on the economic climate, industry forecasts and client objectives. Clients are provided with a broad array of US and global investment vehicles, including stocks, corporate and municipal bonds, US Treasury, federal agency, ETFs and mutual bonds. The asset selection process can be implemented on a discretionary or advisory basis achieving goals such as: (1) asset preservation (2) capital appreciation (3) current income stream (4) tax minimization and/or a blend of the above. Through their open architecture platform, PGB offers clients best of breed asset managers in many asset classes including international, emerging markets, small cap, etc.