Private Client Services
Portfolio Management
Our objective is to provide you with a sound investment plan that is built around your individual investment needs. To this end, we employ an objective advice-driven process where we listen to your investment goals and then select the solutions designed to help you achieve them. Every step we take is determined by the investment strategy approved by you. In addition, we help ensure that you are regularly informed of the progress of your portfolio so that you can understand how you are tracking toward your goals. Below are samples of the core portfolio allocation strategy services we specialize on with our clients:
| Conservative | Moderate Conservative | Moderate | Moderate-Aggressive | Aggressive | |
| U.S. Equities | 15% | 27% | 40% | 51% | 57% |
| Non-U.S. Equities | 5% | 10% | 15% | 21% | 28% |
| Fixed Income | 65% | 50% | 33% | 15% | 5% |
| Opportunistic | 0% | 3% | 5% | 8% | 10% |
| Money Market | 15% | 10% | 7% | 5% | 0% |