Over the last decade the debate has raged on... which investment strategy is best for me? Active or passive? What are the pros and cons? Why do I have to choose just one? Do I have to choose just one? Why not choose both with an actively managed but passive portfolio of mutual funds or exchange traded funds (ETFs).
By offering multiple asset allocation models featuring a range of investments from a variety of institutional money managers, Guided Investment Strategies allows you to use professionally managed investment portfolios — designed to align with your risk tolerance — in pursuit of your personal financial plan.
The Guided Investment Strategies process begins with a personal investment profile — a questionnaire that helps you determine specific financial goals, investment time horizon and risk tolerance. Based on your answers — and in-depth consultation with your advisor — you can be matched with an asset allocation model suited to your unique needs.
No matter how your needs change, Guided Investment Strategies can help you work towards your goals with its variety of models and flexibility.
The following link will go into more detail. Guided Investment Strategies
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This is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. 04/19