Trust - Investments

The preservation and continued growth of your assets are important elements of your trust.  Successful wealth management begins with establishing a financial blueprint.  Our team of portfolio managers, along with your account administrator, will work with you to outline your short and long term goals and define your risk tolerance; doing so will allow us to formulate the proper mix of assets just for you.  Regular reviews will take place over time to keep investments in line with your original objectives as well as with any changes that occur along the way. 

Several studies have shown that more of your portfolio's return depends on the overall asset allocation of your portfolio, rather than the individual investments.  This is why we place a strong emphasis on devising an appropriate allocation, creating a written Investment Policy Statement and sticking with the plan.

Factors that should be considered include your time horizon, liquidity needs, income needs, gifting plans, risk tolerance, and tax situation.  The sum of these components provides an allocation that creates your portfolio's offensive and defensive strategy.

For more information, we invite you to review our monthly market updates.