Diversify your Portfolio
An Investment Management Account, or IMA, offers customizable asset allocation, allowing practical diversification to your portfolio. With investments spanning a variety of asset types, an IMA may include such categories as global equities, Treasury Inflation Protected Securities (TIP’s), high-yield bonds, intermediate/short term bonds, or floating rate funds.
Within equities, a well-diversified portfolio should include such areas as:
- U.S. Large Cap
- U.S. Small Cap
- International Developed Large Cap
- International Developed Small Cap
- International Emerging Market
- Frontier Markets
We also believe alternatives should be included in a portfolio. We offer investment choices in:
- Real Estate Investment Trust
- Precious Metals
- Merger Arbitrage
- Master Limited Partnerships
- Private Equity
We provide the knowledge, experience and resources to implement an investment strategy to meet your financial goals.
Depending on your risk profile, we will structure a customized allocation solution for your individual needs that will factor in:
- Your risk tolerance
- Investment objectives
- Income needs
- Investment horizon
We will then write an Investment Policy Statement that incorporates your investment strategy along with your asset allocation providing you with a framework on how your account will be managed.
Once the strategy has been finalized, we will utilize low-cost, tax-efficient investment solutions that our Investment Committee has reviewed and approved that we feel offer the best odds of long-term success within each asset category.
Get Started / Questions?
Learn more about an Individual Management Account and other ways we can assist you. Contact the Wealth Management Advisor in your area.
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