Custom portfolios built just for you
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(first year advisory fee waived)
Have more complex financial needs? With Dedicated Portfolios, you collaborate with a dedicated Financial Consultant to build a fully custom portfolio that’s monitored and actively managed for you.
You get a dedicated Financial Consultant who works with you to build your portfolio and supports you throughout your relationship
Our investment strategy team builds a fully customized portfolio based on your goals, risk tolerance, and time horizon
Based on your unique needs and preferences, your portfolio may include individual stocks, as well as ETFs and mutual funds
Even though we handle all of the investing, you stay in control of your investment strategy and can track your performance online 24/7
Your Financial Consultant collaborates with you to create a strategy, then our investment strategy team builds a portfolio customized to your exact needs.
With Dedicated Portfolios, you always stay informed and in control of your investment strategy.
Your portfolio is built and managed according to time-tested principles by professionals with decades of combined experience.