A Managed Portfolio offers ongoing, professional asset management with the added benefit of accurate tax record keeping, quarterly reports, and the timely collection of income.
Our Investment Professionals help you:
- Develop a well diversified portfolio that offers stability while maximizing potential returns
- Manage an investment strategy in line with your financial goals
- Monitor the portfolio
Every investor's goals and risk tolerances are different and there are a number of factors that determine what investing style is right for your situation:
- Risk tolerance
- Time horizon
- Savings goals
- Liquidity needs
- Tax considerations
We will work with you to determine your level of risk, monitor your portfolio and make adjustments as your situation changes. To discuss Managed Portfolio options and find the right plan for you, simply call Standard Bank toll-free at 866-499-BANK (2265) or contact us here.
Not guaranteed by Standard Bank and Trust Co. Not a deposit of Standard Bank and Trust Co. Not FDIC insured. Not insured by any federal government agency. May lose value.