Selecting an approach you feel comfortable with may help you reach your goals

We offer different investment approaches to help you stay invested

Many factors may influence how we build and manage your portfolio, such as where we are in the business cycle


When you work with us, we'll use our experience and proprietary research to analyze the full universe of investments and propose a plan to help you reach your goals. With a focus on your long-term investment mix, we'll evaluate the markets and make ongoing adjustments to keep your portfolio aligned to those goals.

We also believe there's a strong connection between the current place of the economy in the business cycle and various asset class returns. This is why we seek to deeply understand where the U.S. economy is in the business cycle, so that we can make adjustments to your investments as the economic environment changes and emphasize investments that have historically performed well during each phase of the business cycle.

Sticking to a plan and staying consistently invested, even when things get rocky, is crucial to investment success. That's why we offer different investment approaches to help you invest in a way that's most comfortable for you. If you're an investor who finds the market's ups and downs stressful and may have trouble sticking with your plan, or if you're nearing or in retirement, we can offer an approach specifically designed to temper market swings.

With a defensive approach, you may give up some return potential in exchange for less significant losses


The above example is for illustrative purposes only and is not indicative of any investment outcome.

Rather than follow the business cycle, this more cautious investment approach will always position the investments in your account with a defensive focus, helping to lessen stress and keeping you focused on achieving your financial goals over the long term.