The investments we select for your portfolio are designed to meet the risk and reward parameters appropriate for each client. The critical evaluation process we follow, coupled with a broad selection from which to choose, allows us and our advisors to select appropriate investments for our clients. Our analytical process identifies managers whose investment results have demonstrated an ability to deliver better relative performance in each category, for an appropriate level of risk, after expenses. We evaluate expenses in view of the overall value provided to our clients.
We track how the portfolio is meeting your needs and fulfilling plan objectives. Adjustments are made if an investment manager evaluation changes, as price appreciation necessitates rebalancing or as changes to your plan are made.