Y O U R T R U S T E D P A R T N E R PAGE 7
Managing Risk Through
Market Cycles
As active managers we rely on our ongoing analysis of market
conditions to drive appropriate actions in each client's portfolio.
For clients focused on preserving wealth, this might involve
minimizing the risk of losses when market cycles indicate
turbulence may lie ahead.
Cash Levels Through
Recent Market Cycles
Our active management and monitoring guides us
to action. We proactively adjust portfolios to help
deliver against your defined goals. Over past market
cycles, this has included raising cash levels during
tough economic situations and reducing portfolio
cash levels during expansionary periods. Every
choice is anchored in serving your best interest.
We manage exposure to the
downside while participating in
the upside and keeping an eye on
the big picture.
0
%
–50
%
Predictable Path to Help Achieve Your Goals
Our disciplined investment process takes a proactive approach to managing your portfolio
to develop a path toward your goals. We help you see how portfolio decisions impact your
goals and propose options to help improve your probability of success.
Our asset allocation is dynamic and adjusted over time in an
effort to match your needs — whether your goal is reliable
short-term income or growth over the long-term or both.
