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Personalized investment
solutions built
around your financial needs and goals.
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An investment professional
works with you to thoroughly explore all factors and determine the best
allocation for pursuing your goals.
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An actively
and professionally managed account. |
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Once you’ve
made your allocation, your investment professional monitors the industry
and tracks your allocation. He or she will check with you periodically
to make sure your goals or financial situation haven’t changed and
that your original allocations are still on target for helping you reach
your goal(s).
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Portfolio rebalancing. |
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As the various sectors
experience growth surges at different times and you continue to reinvest
your dividends, you may find yourself more heavily allocated in a particular
sector or investment. Portfolio rebalancing automatically realigns your
portfolio with your original allocations, to ensure that you don’t
slide off target from your plan.
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Strategic long-term
focus. |
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Participating in
an asset allocation program helps keep you focused on long-term goals
rather than short-term market activity – which could actually improve
your overall investment performance.
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Simple methods
to track progress. |
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Many asset allocation
programs offer you a statement detailing the performance of the underlying
investments in your allocation, which your investment professional can
review with you in detail.
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