Investment Management

Investments

• Portfolio Construction & Management
• Regular Portfolio Rebalancing
• Ongoing Portfolio Due Diligence
• Allocation Review and Adjustments 

Your investment plan will be diversified across the major investment types, including individual stocks, bonds, mutual funds, and exchange-traded funds.

• Stocks are divided between domestic and international, and further segmented into large, medium and small caps, using both the growth and value styles of investing. 
• Bonds are divided into short, medium and long durations, and can be mutual funds, individual issue or exchange-traded funds.
• Exchange-traded funds that hold assets including commodities, stocks or bonds, are often part of a well-balanced investment plan.
• Mutual funds that invest in a variety of stocks are part of many plans, with the same segmentation into large, medium, and small caps, as well as domestic, international, and specific industries.
• Alternative investments, including tactical mutual funds, real estate investment trusts, ETFs and commodity mutual funds, will be considered when appropriate.