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Hefren-Tillotson's Portfolio Management team is responsible for developing investment strategies and performing in-depth investment manager and security research that impacts more than $4 billion in client assets. Working with our Investment Advisory Services Group, the Portfolio Management team develops the wealth management strategies for individuals, corporate retirement plans, foundations and endowments.
Our clients have the unique privilege of access to an experienced, in-house asset management team with works under the following principles.
A Centralized Portfolio Management Team. Working with your personal Advisor through our Masterplan approach, our Portfolio Management team will develop personalized, written guidelines for your long-term portfolio strategy and daily account management.
Disciplined and Objective Portfolio Management. As a privately held entity, Hefren-Tillotson's independence allows our Portfolio Management Team to perform objective evaluations and ongoing management of client portfolios without the restriction of proprietary products.
Consistent Program of Communication about the markets, your portfolio, and personal financial planning strategies through periodic meetings, market reports, performance reporting, e-mail, and conference calls.
To learn more about the expertise of our Asset Management Team, contact us to schedule a no-obligation consultation. |
