To help manage risk in your portfolio, we implement a formal monitoring and adjusting program. Through state-of-the-art technology, we maintain the asset class exposure within the specifically defined boundaries of your asset allocation plan.
We provide you with a comprehensive and easy-to-understand reporting package, which can include monthly, quarterly, and annual statements.
At year-end, tax data summarizing year-to-date information for short- and long-term capital gains, interest, and dividends is provided to assist in tax preparation.
Most importantly, your relationship manager is here to provide you with the highest level of personalized service.
Original Portfolio Grown Overexposed to Stocks Over Time
