Manage Your Portfolio

Gain More Control Over Your Financial Future

After you've built your plan and a diversified portfolio, set up time to regularly review your investments. We have tools available and resources to help to help you. Our Investment Consultants can provide guidance and talk you through your existing plans.

Rebalance Your Portfolio

Once you’ve reviewed and determined changes need to be made to your portfolio, you'll buy and sell investments to bring it back in line with your goals—called rebalancing. This ensures your portfolio stays on track with your time horizon and comfort with risk

Hypothetical Example:

Original Allocation

Original Allocation

For example, you may have decided to invest 60% of your portfolio in stocks, 30% in bonds and 10% in money market securities.

Out of Balance

Out of Balance

If market activity causes the stock portion to increase significantly, you'll have a greater percentage invested in stocks than you intended.

Rebalanced

Rebalanced

Rebalancing-buying more bonds and money markets and selling stocks-gets your portfolio back to your desired 60/30/10 percentage mix.

If you don't want to make these changes yourself, we offer asset allocation portfolios. These professionally managed, automatically diversified investment solutions come in a single portfolio—a smart choice for long-term financial goals.

Make sure to consider the type of account you have as there may be fees, penalties or taxes associated with withdrawing or moving your money.

Diversification does not assure a profit nor does it protect against loss of principal.