Much like a tailor who alters the hem, sleeves, and collar of a suit to fit an individual's proportions, we take a variety of factors into account to create a portfolio tailored to your needs. Some of the factors we may consider when choosing the optimal long-term investment strategy and near-term portfolio tactics include:
Our dedicated Portfolio Evaluation Group, under the guidance of our Investment Policy Committee, will use this information to provide you with a written personalized portfolio analysis and investment strategy recommendation. As your circumstances change, your portfolio needs may too. Your personal Investment Counselor will regularly review your individual situation with you and keep you abreast of our views on capital markets and important developments related to your portfolio.