Separately managed account programs such as Investment Advisory Service and Strategic Asset Review are available to clients who are looking for a disciplined approach to professional money management, with all of the benefits of separate accounts. Both Strategic Asset Review and Investment Advisory Service are long-term programs that utilize an array of premier separate account managers to provide investment advisory service. Investment Advisory Service and Strategic Asset Review provide a structured investment process designed to develop, implement and monitor a long-term investment plan to meet each client's specific financial needs and objectives.
The Portfolio Advisory Service program is a flexible, open architecture, consulting platform that assists clients in identifying mutual funds that are suitable for their investment requirements. The program provides clients with a selection of mutual funds among numerous asset classes, to help either complete or fulfill part of their asset allocation strategy. The focus is on long-term strategic asset allocation, with ongoing allocation recommendations to help client portfolios stay on target with their investment objectives.
Portfolio Advisory Service offers clients access to a universe of eligible funds, including load-waived A-shares and no-load funds. The list of eligible funds is regularly expanded. Client may also chose to narrow scope of their mutual fund selections to include those from our Select List. Select mutual funds are those that have been identified through extensive due diligence.
Prior to investing clients should obtain current prospectuses that contain detailed information for each fund including risks.
A prospectus should be read carefully.
