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Y O U R T R U S T E D P A R T N E R PAGE 2 T A I L O R E D Gain client-specific insights from one-on one interactions with a dedicated portfolio manager and investment consultant. E X P E R I E N C E D Work with deeply knowledgeable investment professionals practiced in investment management. O P T I M I Z E D Learn how we create a personal performance benchmark optimized for each client. A boutique approach Intelligent Personalization ® is built on deep understanding. We begin by listening actively to what you say and what you mean. From there, your dedicated investment team develops a customized approach to address your unique situation encompassing your goals, life stage, tax sensitivity and risk tolerances. Your Mindset Your Goals Intelligent Personalization℠ Intelligent Personalization ® Building a plan to help deliver your goals We collaborate with your advisor to get to know who you are, learn about your financial situation and understand your goals to best determine the role your investment portfolio must play so you can be confident in your future. Y O U R A D V I S O R Your advisor is your main contact and helps you develop a plan for your investments, evaluate options and monitor your progress over time. S E N I O R I N V E S T M E N T C O N S U L T A N T Our senior investment consultant works with you and your advisor to analyze your current portfolio and assess how your investments can better meet your long-term goals. P O R T F O L I O M A N A G E M E N T T E A M Your portfolio management team actively manages your investment portfolio and, over time, works with you and your advisor to review and adjust it as needed. Your Preferences