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.

Bring Your Portfolio into Full Focus

If you have accounts at multiple companies, you may not be seeing the whole picture. Looking at your entire portfolio in one place can help you avoid redundancies that keep you from being truly diversified.

Avoid Overlap and Gaps

  • Overlaps - Funds held at different companies may have overlapping holdings or type of securities. This can skew the percentage you intended to allocate in a certain asset category. Consolidating your investments can help simplify your account management.
  • Gaps - Tracking investments across firms can make it more difficult to ensure your investments are covering the categories best for your 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.

It's easy to make adjustments online when you log in or over the phone with an Investment Consultant.

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