Investment Portfolio Management Requires Expertise & Time
With today's rapidly changing world, managing a complex investment portfolio can be challenging. The sophisticated investing strategies that are often necessary for large portfolios demand expertise, time and knowledge of how changes in the markets and economy affect each of your investments.
We offer a variety of programs that can let you take advantage of the expertise of professional money managers and free you from the time-consuming, day-to-day monitoring and decision-making your portfolio requires.
Our Professional Money Management Programs
Our professional money management programs focus on developing investment strategies and style that suit your unique situation and goals. The differences between the programs listed below include how your money is invested as well as how involved you are in the investment decisions.
• Fund advisory programs -- Your Financial Advisor can help you select or customize a diversified portfolio that lets you take advantage of the expertise of premier money managers through mutual funds or current market trends through a portfolio of
exchange-traded funds.
• Private money management programs -- Your Financial Advisor can help you select one or more prescreened private money managers that will take on the management of your individual portfolio, focusing on your specific financial goals and investing style.
• Unified managed accounts -- Our unified managed accounts give you the flexibility of placing all of your investments -- including separately managed accounts, mutual funds and exchange-traded funds -- into one convenient investment account to take advantage of a comprehensive approach as well as professional investment expertise.
Mutual Fund: An investment that lets a group of people pool their assets in a mixed portfolio of securities, such as stocks, bonds or money market instruments. An investment company then professionally manages the assets in the portfolio in an effort to achieve a specified investment objective, such as growth or income.
Exchange-Traded Fund: A passively managed portfolio designed to track the performance of a certain index, or basket of stocks, which lets investors gain overall exposure to a particular sector or asset class. Exchange-traded funds (ETFs) can be bought and sold throughout the day, just like stocks, and are priced continuously during the trading day.
