Integrated Portfolio Implementation® – A Single Point of Access
Gain the value of a bespoke, integrated portfolio solution with a dedicated investment team monitoring the portfolio in real-time to unique client specifications, all with a close eye to risk management and investment process discipline. Integrated portfolio management provides a comprehensive view of a client portfolio, across all investments, including separately managed accounts, mutual funds, ETFs and other vehicles. Portfolio changes can be handled seamlessly for clients by one manager, ensuring simplicity and ease. Furthermore, clients achieve their personalized investment goals at a reasonable cost with the added benefit of diversification and simplified recordkeeping. Continuous monitoring for portfolio drift and rebalancing ensures that proper asset allocation is maintained consistent with investment objectives.