Portfolio rebalancing and monitoring

Monitoring your investment portfolio

Be sure to check in on your portfolio’s progress regularly and review your plan whenever you have a major change in your life. We determine what adjustments could benefit your investment portfolio over the long term by following a regular, methodical process.

We consider current market conditions, capital market forecasts and asset class exposures as we:

  • Recalibrate for changes in the market. As circumstances evolve over time, you can count on us to evaluate your portfolio’s composition to take advantage of our best thinking around asset allocation strategy. Macroeconomic conditions, shifts in domestic and monetary policy and market sentiment all inform our view of asset classes. We will help determine whether shifts from your strategic asset allocation position make sense.
  • Refresh based on new opportunities. We help identify opportunities for you to consider investing in as you work toward the financial goals that matter most to you. We consider it essential to assess the evolving investment landscape to determine how newer investment types might fit with your portfolio—consistent with your objectives and risk tolerance.
  • Rebalance for risk and return consistency. Your investment portfolio’s composition should match your time horizon and the growth and income expectations you have for your investments. You maintain the level of investing risk that’s comfortable for you by periodically realigning the weightings of assets in your portfolio.

Fine tuning your portfolio

Graph shows a seven sample portfolios. The portfolios with the lowest expected risk and lowest potential return are the most heavily weighted with bonds. All the portfolios with at least medium expected risk and return contain some real assets. The portfolios with the highest expected risk and highest potential return are the most heavily weighted with equities.

Your long-term portfolio

Embrace volatility

Investors with diversified portfolios who invest for the long-term have historically been rewarded for the risks they bear. Rather than attempting to time the market, focus on time in the market.1

Stick to your plan

Turn off the news and focus on the long term. Your strategic financial plan should account for normal market volatility. We base decisions on your goals and don’t get swayed by the daily markets.

Understanding capital market relationships and tracking economic developments that can affect your portfolio are essential to achieving financial possibilities as you pursue your goals for the future.

Ongoing portfolio management

Work with an advisor

Experience personal portfolio management based on your goals and objectives when you work with an advisor. Your financial advisor, backed by a team of specialists, will conduct annual account reviews to confirm that your portfolio remains in line with your risk tolerance, goals and objectives.



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