Whether you are an institution or individual, following the steps in the investment management process are critical for a sound and prudent investment portfolio.
Investment Management
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Together, we can reach your financial goals.
We employ a consistent and disciplined “top-down” investment approach to cater to your needs and putting you on the road to success.
Investment Approach
Investment Plan
- Identify goals, risk tolerance, and constraints
- Set long-term asset allocation
- Tailor a customized portfolio
- Monitor portfolio characteristics and performance
- Frequent education and communication
Asset Allocation
- The key decision for any portfolio to meet goals
- Set target allocation and parameters
- Control amounts and types of risks undertaken
- “Top-down” investment approach
Portfolio Construction
- Employ prudent risk management
- Diversification is a vital component
- Keep costs incurred low
- Time in the market beats timing the market
Put more away for a rainy day.
Take advantage of our special Money Market Savings Account, with a 6-month introductory rate and Annual Percentage Yield for a limited time.
| Not FDIC Insured |
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