Investment management is one of the key strategies we use during the total wealth management process. You’ll work closely with us to tailor an investment portfolio that fits your needs and comfort zone. Here, we’ll discover your:
- Risk tolerance
- Tax efficiency
- Lifestyle considerations
- Personal investing values, such as investing in environmentally and socially ethical companies (ESG)
Along with our integrated account aggregation system, you'll always be aware of your overall investment picture, so that decisions are made with your other assets and needs in mind.