Y O U R T R U S T E D P A R T N E R PAGE 5
Financial
Advisor
Client
Investment Strategy
Commi ee
Senior
Investment
Consultant
Por olio
Management
Team
Portfolio design and ongoing
active management
Intelligently Personalized
®
Portfolio Management
Our team of professionals and your advisor build
your portfolio in a uniquely personalized way using
our multi-dimensional investment discipline to help
maximize your ability to achieve your goals.
Partnering with your advisor helps us
get to know your financial situation and
begin to understand your goals.
Implementation & ongoing
management of personalized
investment strategy
Consultative approach to
define client goals & objectives
Investment recommendations are
based on research from asset class
experts and economic analysts and are
vetted by the committee.
They remain your primary
contact every step of the way.
