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Hefren-Tillotson’s Portfolio Management team is responsible for developing investment strategies and performing in-depth investment management 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 asset management team operates under the following principles:
- Centralized Portfolio Management. Working with your personal advisor using MASTERPLAN, our Portfolio Management team develops 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 Portfolio Management Team, contact us for a no-obligation consultation today.
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