Thus, once your portfolio is in place, our investment and portfolio managers team up with your advisor to monitor your assets carefully to ensure they remain aligned with your current situation and concerns, as well as with your long-term goals.
As part of our effort to make sure that your interests and objectives remain aligned, we ask you to review your portfolio with us on a regular basis. We discuss with you any changes or plans that could affect the funds you need now or in the future; whether you’re particularly concerned about rising interest rates, declining gold prices or geopolitical tensions – and to what extent those concerns should influence what you own and how you own it.
