Welcome to Guidance-Driven Investing

Ultimately, money is a resource to help you live your best possible life. Because your goals are unique, we believe your investment portfolio should be, too. Your advisor will engage in a collaborative process that takes the guesswork out of investing.

  • We take time to learn your goals and priorities.
  • You can make clear, informed decisions.
  • We build a financial plan, so that your investments can help you lead the life you want to live.

How do we build a portfolio?

We build a customized, personalized portfolio tailored to your preferences using our investment tools. Here’s how:

Understand

Understand

Learn how your personal investing preferences may have a big impact on your investment portfolio.

Evaluate

Evaluate

Compare your preferences against your current portfolio and align them to your target risk profile.

Build

Build

Our advisors will build portfolios customized to your priorities and goals, using strategies managed by experienced, professional portfolio managers.

Monitor

Monitor

Monitor and adjust your investments as your life and priorities change.

Understand Your Investment Preferences

The InvestmentViewfinder provides simple questions that show you how
your investment preferences can have a great impact on your portfolio.

  • Participate in an open dialogue about investments with your advisor.
  • Understand the benefits and trade-offs to your investment decisions.
  • Prioritize investment attributes to help your advisor create your
    customized portfolio.

Evaluate: Compare Your Portfolio Preferences to Your Portfolio

We believe there’s no such thing as a one-size-fits-all portfolio. The financial plan you build with your advisor, and your output from the InvestmentViewfinder exercise, helps to determine the investment attributes most important to you and the benefits and trade-offs to each.

Performance<br /><br />

Performance

OBJECTIVE

Seeks higher relative returns in the long run (a full market cycle).



TRADE-OFFS

  • Forgo being tax-conscious
  • Forgo protection against severe market declines
  • Higher cost
  • Higher risk
Low-Cost Tracking

Low-Cost Tracking

OBJECTIVE

Seeks to closely and predictably match its benchmark at a low cost.


TRADE-OFFS

  • Forgo relative outperformance versus the benchmark
  • Forgo protection against severe market declines
  • Forgo being tax-conscious
Protection<br /><br />

Protection

OBJECTIVE

Seeks to mitigate against severe bear market declines.



TRADE-OFFS

  • Forgo being tax-conscious
  • Forgo relative outperformance versus the benchmark
  • Higher cost
Tax Advantaged<br /><br />

Tax Advantaged

OBJECTIVE

Seeks to lower taxes in the long run (a full market cycle)



TRADE-OFFS

  • No pre-tax outperformance
  • Forgo protection against severe market declines
  • Higher cost

Build: Create Your Customized Portfolio

Your advisor will build your customized portfolio with a core strategy and specialized solutions, based on your goals and your suitability for certain investments. The core strategy provides exposure to stocks and bonds, while specialized investments will complement your portfolio with active equity strategies, personalized tax-managed strategies, or values-based strategies.

Monitor: GuideCenter Keeps You Up to Date

Keep tabs on your investments with GuideCenter®, a dynamic, easy-to-use
online financial life management portal that helps you engage with your advisor
to oversee your finances anywhere, anytime. It allows you to take on life’s
changes with clarity and control—no matter how complex life can become.

  • Access, store, and share all of your financial information in one place
    including accounts, portfolios, and goals.
  • View your financial life in real time from a phone, computer, or tablet.
  • Communicate with your advisor through email and our proprietary
    VideoMessenger tool.

Have a Question?

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