600 Inwood Avenue North
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 build a customized, personalized portfolio tailored to your preferences using our investment tools. Here’s how:
Learn how your personal investing preferences may have a big impact on your investment portfolio.
Compare your preferences against your current portfolio and align them to your target risk profile.
Our advisors will build portfolios customized to your priorities and goals, using strategies managed by experienced, professional portfolio managers.
Monitor and adjust your investments as your life and priorities change.
The InvestmentViewfinder℠ provides simple questions that show you how your investment preferences can have a great impact on 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.
Seeks higher relative returns in the long run (a full market cycle).
Seeks to closely and predictably match its benchmark at a low cost.
Seeks to mitigate against severe bear market declines.
Seeks to lower taxes in the long run (a full market cycle)
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.
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.