Help every step of the way

Prioritize your goals, choose your investments, track your progress and reassess periodically.
Wherever you are in the investing cycle, we can help you make more informed investment decisions.

Monitor & make adjustments

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Monitor and rebalance your portfolio to accommodate changes in your financial goals
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The Asset Allocator™ can help you align your investments with your risk tolerance.
Life changes, and so do your financial goals and priorities. That's why it's a good idea to reassess and readjust your investments regularly to keep them in line with your goals, and to respond to market changes that may have affected your portfolio.

How to manage a portfolio

  • Review your asset allocation to help keep your financial strategy on track. Asset allocation can help you balance risk and reward by selecting different types of investments according to your goals, risk tolerance, liquidity needs and investment timeframe.1

  • Diversify your investments to help protect your portfolio from a drastic change in value of one type of investment.1

  • Monitor your portfolio and adjust (rebalance) as needed.

  • Prepare for market changes in a way that lets you maintain your focus on your long-term strategy and goals.

Learn more about managing a portfolio.

Revisit your goals periodically and adjust your investments as needed.

The help you need is right here

Tools, insights and people to help make you a more informed investor.

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1 Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.

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