Our process is centered on three key steps: Understand, Build, and Achieve. First, your dedicated portfolio manager works with you to understand your needs. They will assess your financial situation, help you identify your intent, and help you define your goals. Next, based on this information, we build your Investment Policy Statement, which will be the cornerstone of your investment strategy. Your Investment Policy Statement outlines your unique circumstances, goals, asset allocation, expected returns, and possible risks. Once your Investment Policy Statement is finalized, your portfolio is constructed, monitored, and managed — with the sole focus of helping to achieve your goals. Understand Build Achieve Our first step is to assess your financials and identify your intent so we can fully understand your goals. • Analyze income statements, balance sheet, and legacy • Understand your intentions, both qualitative and quantitative, as well as what inspires you Using a disciplined process, we create your Investment Policy Statement, determine your strategic asset allocation, and build your portfolio. • Summarize your current holdings and recommended approach • Provide illustrative historical performance information • Finalize your asset allocation • Select investments for your portfolio We conduct ongoing research and management, make necessary tactical adjustments, and report on and validate your progress, so we can help you achieve your objectives. • Implement your portfolio strategy • Stay up-to-date on market activity and trends • Provide periodic reporting on your portfolio • Review your situation and any changes • Adjust your investment strategy to meet your changing needs
PrivateBank_InvestMgmgt SS_FTB2006
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