Private Investment Management
The freedom to live the life you want
Private Investment Management offers a premium level of wealth management designed to free you from the day-to-day details of managing your wealth. It gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards. Explore the many benefits available through Private Investment Management:
Your own personal Portfolio Manager
Private Investment Management is a unique advisor-managed account where you delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager. With Private Investment Management, you get a completely personalized portfolio designed by your Portfolio Manager. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, your Portfolio Manager is able to take advantage of investment opportunities quickly and efficiently. Your Portfolio Manager must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.
The highest credentials at your service
Only a select group of our Investment Advisors can offer you portfolio management services through Private Investment Management. Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.
Direct access to your Portfolio Manager
Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to sit down with your Portfolio Manager and discuss your needs one-on-one. Because you have a personal relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.