Investment Management The Role of Your Advisory Team Your team, comprised of your financial advisor, the investment platform, your investment strategist, and investment managers, works 'with' and 'for' you. We are focused on your investments and committed to helping you reach your goals. Our Process includes: Analyze your current financial position and how well it supports your goals and objectivesRecommend an investment strategy designed to help you towards achieving your goalsMonitor portfolio performance and suggest appropriate adjustmentsRegularly review your plan and changing goals with youBe your trusted advisor every step of the way The Investment Platform Will: Research and select the investment strategistsCreate your Investment Policy StatementCheck your portfolio at least quarterly for correct allocations and rebalance your portfolio when needed.Provide performance reporting Your Chosen Investment Strategist Will: Develop model portfolios and asset class allocationEvaluate opportunities and risksSelect the best-of-class money managersRecommend asset class shifts and money manager changes Our Chosen Money Managers Will help: Analyze and identify specific holdings using their specific styleMaintain a disciplined and predictable investment styleProvide a competitive performance/risk ratio relative to peer group and asset class benchmarks*Using asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions. Also, rebalancing assets can have tax consequences. If you sell assets in a taxable account you may have to pay tax on any gain resulting from the sale. Please consult your tax advisor.