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Portfolio Management
Investment strategies designed for you
As a fiduciary, our investment management approach starts with your goals. Whether you’re looking for a diversified, long-term strategy, hedging against market volatility, or taking advantage of strategic opportunities, we provide a consistent approach and a wide range of services to help address your unique needs.
Managing today’s opportunities to pursue tomorrow’s goals
Our investment management approach with Private Wealth clients rests on four pillars: personalization, choice, guidance, and risk management.
Personalized investment solutions
Your advisor can work with a Private Wealth portfolio manager to help design, implement, and review a core portfolio that has access to global financial markets across a full spectrum of strategies. A customized portfolio reflects your:
Return objectives
Risk temperament
Cash flow and liquidity needs
Tax considerations
Investment timeframe
Objectives, such as leaving a legacy or incorporating values
Broad range of investment options
Asset allocation is the foundation of our investment management process, with a four-asset group model that combines equities, fixed income, real assets, and alternative investments, aiming to optimize portfolio risk and return. With our asset allocation1 approach, you have access to:
Strategies for various investment objectives
Risk and volatility management
Liquidity and cash management
Income strategies
Tax-efficient investing
Concentrated stock positioning management
Global asset classes
Equities
Fixed income
Real assets
Alternative investments
Strategies for various investment objectives
Mutual funds
Separately managed accounts
Exchange-traded funds (ETFs)
Exchange-traded notes
Master limited partnerships
Hedge funds
Options strategies
Public and private real estate
Private equity and debt