Portfolio Management

Building a strong portfolio takes time, knowledge and an eye for smart investments. Our portfolio management services are customized to meet your needs, anticipate market volatility and keep your portfolio focused on stability and growth.

The Right Approach for Your Future

To help you create a portfolio management strategy based on your needs and goals, we start by looking at your full financial situation: your current portfolio, investment preferences, family situation, cash management needs, lifestyle and future plans.

  • Your goals, your way

    We’ll help you develop an investment strategy based on your financial goals, timing and tax needs, and willingness to take risks.

  • Analyze & assess

    We’ll analyze your progress toward short- and long-term goals to make recommendations and adjustments that will keep you on track.

  • Annual review meeting

    We’ll meet in person to review your account in greater detail and give you the chance to build a stronger relationship with your wealth advisor.

Separately Managed Accounts

As your portfolio grows and diversifies, it helps you maintain the steady, stable growth of your wealth. But it also makes managing your assets more complex and time-consuming as you juggle small, mid-cap, large and international equities across different accounts.

Your dedicated portfolio manager will handle the day-to-day investing tied to your accounts — guided by thorough research and the latest trends to achieve the objectives you’ve set out.

Because we work with trusted, third-party investment managers and tailor their market expertise to fit your financial situation and goals, you get access to the best investment recommendations and insights along with the flexibility and security you expect from us.


Mutual Fund Strategies

If you’re the type of investor who likes to have a lot of irons in the fire, mutual funds allow you to create the kind of portfolio that would be next to impossible to create on your own. There’s no shortage of mutual funds options to invest in, but choosing the best ones for your financial goals can be tricky. Whether you’re looking to find something with the greatest potential for returns or something that will provide steady, stable growth, we’ll help you make it happen.

Diversification

Mutual funds allow you to find the perfect balance of risk and return for your investment style and investment goals.

Managed risk

Mutual funds spread its investors’ funds across dozens of stocks or bonds to minimize risk and capitalize on collective growth.

Exchange-traded Funds (ETFs)

ETFs are similar to mutual funds because they pool multiple securities into a single fund, but often have lower investment minimums.

Fixed-Income Management

Generating predictable returns and steady income is the cornerstone of a strong portfolio. That’s why bonds are such an appealing form of investment — you know what you’re getting and when you’ll get it. We’ll help you explore the different fixed-income investment options and create a portfolio to maximize your returns while managing costs.

Taxable portfolios

Investment income in these types of portfolios is subject to tax in the year the income was received.

Tax-exempt portfolios

Some portfolios are protected from taxes so long as the funds remain in the account or, in some cases, even at withdrawal.

Active management

We don’t stop once the initial investment is made. We continually research global trends and monitor the market to take advantage of new opportunities and act before the market turns sour.