Portfolio Relationship Management

Once a portfolio has been established and recommendations implemented, your Wealth Advisor will continue as your dedicated relationship manager. He or she will proactively monitor your portfolio consistent with your goals and objectives. Your Wealth Advisor will oversee shifts in your investment mix over your time horizon, ensure that your portfolio mix remains in line with the plan as markets shift, and will recommend adjustments if a changing market outlook warrants them.

Periodic Relationship Reviews

Additionally, your advisor will work with you to implement changes if your personal circumstances change.