|
|
Our range of asset management services are designed to provide flexibility and expert guidance in the management of your investment assets. Our range of programs is designed to give you a choice of management options and fee structures. What remains the same across all or the programs is Hefren-Tillotson's disciplined and objective approach to your wealth management.
Our asset management programs include:
- Traditional Brokerage Account. An account providing investors the ability to purchase a broad range of securities on a commission basis with the value-added of Hefren-Tillotson's advice.
- Portfolio Review Account. A program combining the flexibility of the traditional brokerage account with our extensive financial planning capabilities, with a commission and advisory fee structure.
- Asset Management Account. A non-discretionary, fee-based program ideal for clients currently taking an active role in investment decisions and seeking flexibility in the selection of investments and ongoing management of the account.
- Advisory Account. A discretionary, fee-based program with our centralized portfolio management team making investment decisions in your account.
- Managed Account Program. A discretionary, fee-based program designed to provide individuals and institutions access to multiple investment managers through individually managed separate accounts.
- Retirement Plan Review Program. A program providing initial and ongoing consultation on your retirement plan assets.
These Asset Management services provide our clients numerous benefits, including comprehensive financial planning, disciplined and objective management, a team approach, and a consistent program of communication.
Our Investment Philosophy and Approach
Based on your unique goals and objectives, we employ a dynamic four step management process in the management of your portfolio. We begin by reviewing and understanding your short and long-term financial goals. Within the context of your current financial situation, an investment strategy and proper asset allocation is determined. We then select world-class money managers or individual securities to achieve the allocation and build a balanced and diversified portfolio. Finally, we continually monitor and manage the portfolio by making asset/sector allocation shifts, maintaining tax sensitivity, and tracking performance. This entire process is ongoing, tailored to your unique financial situation, and coordinated by your personal Financial Advisor who is backed by an experienced team of professionals working for you.
We deliver our asset management services with the following principles:
- A commitment to a conservative, long-term approach for the protection and growth of your wealth.
- A belief that a well-balanced asset allocation and sector weightings provides superior results.
- A focus on risk management to provide your assets protection in down markets.
- Assistance through the objective selection of managers with specific expertise.
- A consistent, disciplined process based on in-depth research.
- Proactive management and monitoring.
LEARN MORE ABOUT ASSET MANAGEMENT SERVICES
To learn more about how we can assist you with your asset management needs, contact us to schedule a no-obligation consultation.
|
