Goals-Based Approach
We recognize that you often have multiple and sometimes conflicting goals for your money. So rather than thinking about all of your assets as a single portfolio, we have the flexibility to apply a goals-based approach to your investment strategy that encourages you to create buckets for your individual goals and then apply a timeframe and risk tolerance to each. In doing so, goals-based investing shifts the focus from tracking your portfolio’s overall performance to providing a better understanding of what needs to be done to meet specific goals and the impact that may have on your asset allocation.
