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Wealth Management

Structured Asset Approach

REBALANCE AND MONITOR

Rebalance to Maintain Selected Asset Class Ranges

  • Helps ensure that your portfolio remains aligned with your goals, risk tolerance and time horizon
  • Designed to prevent portfolio “drift”
  • Without rebalancing, changes in value of a portfolio’s assets over time can impact portfolio’s asset allocation

Data Source: Center for Research in Security Prices (CRSP) (January 2010).

Monitor Regularly

  • Helps answer: “How am I doing?”
  • Designed to ensure changes in your life or financial situation are reflected in your investment plan
  • Includes regular communications and clear and concise reporting