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.

Life-changing events that would drive a review of your pre-established financial goals include:

Change in employment status, a new job or employer, or retirement
Marriage or divorce, or the birth of a new child or grandchild
Serious health issue or the death of a family member
Purchase of a vacation home, inheritance, or change in tax status