Personalize every portfolio.

Connect with clients to show them how their investments can be tailored to their priorities. Build personalized portfolios with a proposal that shows clients how they may be able to achieve their goals.

Understand

Gain a deeper understanding of your clients' priorities and preferences.

Implement

Build financial plans to achieve your clients' goals.

Engage

Construct and manage personalized portfolios that can be adapted as your clients’ lives and the markets change.

Tailor portfolios to your clients’ preferences.

The InvestmentViewfinder℠ helps you educate and guide your clients—teaching them about benefits and trade-offs to their investment choices. The exercise will help you tailor customized portfolios to help them achieve their financial goals.

Facilitate an open dialogue with clients about investments.
Educate clients about the benefits and trade-offs for investment choices.
Set the stage for creating customized portfolios by aligning expectations with goals and priorities.

Choose strategies that match client objectives.

With Platform Explorer, you can review investment philosophy, learn our approach to portfolio building, and see our robust investment choices.

Learn about our intensive due diligence process.
Walk through recommendations on building diversified portfolios for client needs.
Access strategy collateral, investment commentaries, and videos.

Put your plans to work.

Build client portfolios quickly and seamlessly in PortfolioBuilder, featuring click-and-drag technology that assembles strategies that work best for each client.

Build portfolio recommendations customized to priorities and goals.
Sort and compare strategies using dozens of different data points.
Add specialized sleeves to individual portfolios that align with client expectations.

A customized portfolio proposal.

Our unique approach to investment management enables you to present a completely personalized investment proposal that can be easily adapted as your clients goals change.

Include results from MoneyMind^®, HonestConversations^®, and InvestmentViewfinder^℠.
Highlight your advice with before-and-after allocation data.
Come to an agreement on next steps with Tasks and Priority Action List.

Browse a Proposal

Portfolio Proposal Flipbook 540x400 03 05 19

Speak with a team member.

A personal conversation.

Your questions answered.

Confirmation success!

Thank you for your submission.

By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.

To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.

Investing involves risk, and clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing piece to make decisions. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. There are no investment strategies that guarantee a profit or protect against loss.