Our focus on your unique financial goals and long-term investing success is fundamental to the selection of appropriate investment strategies and responsible management of your wealth.
Our Asset Management Group (AMG) is a dedicated team of investment strategists with a global view that encompasses macroeconomics, market trends and central bank and government policies. The team works to distill the investment world’s complexities into implementable, actionable views and strategies.
The AMG accomplishes this by following a data- and process-driven three step methodology which includes asset research, investment selection and portfolio construction.
Developing your investment strategy
The AMG researches market conditions and their impact to help determine the appropriate asset allocation strategy for you. Depending on your goals and risk tolerance, your portfolio may be diversified with a mix of equities, bonds and real assets.
A circle divided into three parts, made up of Equities, Bonds and Real assets
Choosing your investments
AMG's investment specialists evaluate investment management firms based on their performance records as well as their risk management process practices. Only 1% of all funds make it through the rigorous approval process and are used to create a portfolio based on your investment goals.
Following are the steps we follow to evaluate which funds get selected: Strategic purpose, Initial assessment, Quality evaluation, Quality verification, ONLY 1% of all funds make it through our approval process
Constructing your portfolio
Based on your financial goals and timeline, AMG will create an investment portfolio that's focused on delivering performance across varying market environments and through changing times.
Diagram showing three sample portfolios along a continuum from lower exected risk and lower expected growth to higher expected risk and higher expected growth: Conservative, Balanced and Aggressive
Our WEALTH Teams
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.