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How are investment portfolios customized to specific needs?

To make sure your investments are allocated for your specific needs—including your retirement income—we rely on your Investor Profile. This brief financial survey will help us understand your income, risk appetite, and long-term goals. 

Using your profile, we’ll determine which combination of our seven exclusive portfolio strategies is right for you. By allocating different percentages of your money to different strategies, we can fine-tune your allocation according to your current needs and future goals.* 

If there are additional nuances to your financial situation, you may adjust our proposed portfolio by making it more or less aggressive or conservative, or— in certain cases—by investing your entire account in a specific strategy. 

Clients investing $300,000+ have access to our Wealth Advisors, who will provide financial review and counseling services in connection with your investment portfolio.

Once you decide to open and fund your account, our Portfolio Managers will manage every aspect of it—buying, selling, and rebalancing on your behalf.

While we tailor our asset allocation recommendations for each client, our selection of individual securities is not personally tailored to client accounts. Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our model portfolios. You can see a more detailed explanation of our various model portfolios that could make up your portfolio

Read more about the factors we use to determine your asset allocation, and what you can expect from your proposal.

 

*We tailor our asset allocation recommendations for each client.  However, our selection of individual securities is not personally tailored to client accounts.  Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our Model Portfolios which correspond to each strategy. Each of the securities in the Model Portfolios is carefully selected by our portfolio managers.