We put our philosophy into practice through a four stage continuous process to ensure that your portfolio reflects your complete financial profile and remains in line with your overall objectives.
During the initial stage of our relationship, your Portfolio Management Team conducts a comprehensive review to gain a clear understanding of your goals, priorities, and concerns. We then work with you to develop an asset allocation strategy that is best suited to preserve your core lifestyle while allowing you to reach your longer term goals. At Great Lakes Advisors, investment success is measured by the attainment of your goals.
We meet with you to understand your personal and financial goals, time horizon, investment objectives, and risk tolerance. Next, we work with you to develop an asset allocation that is best suited to preserve your core lifestyle while allowing you to reach your longer-term goals. We use a dynamically managed, disciplined asset allocation strategy designed around the principles of modern portfolio theory and based upon long-term investment objectives. Your asset allocation is established using a three-tiered approach:
With these considerations in mind, we have developed six investment models to guide the construction of your portfolio, all seeking to maximize expected return relative to expected risk.
After working with you to determine the most appropriate asset allocation for your needs, we develop a portfolio solution in the broader context of market conditions and opportunities. Your Portfolio Manager works with our Product Specialists and in-house analyst staff to construct a portfolio based on your asset allocation strategy that addresses your unique circumstances, such as tax considerations, legacy holdings, liquidity needs, and asset level constraints.
Establishing an investment strategy is not a one-time occurrence, to but rather an ongoing process. Both life events and changing market conditions may necessitate alterations to your portfolio. Accordingly, your portfolio benefits from ongoing rigorous review, risk management, and periodic rebalancing. We work with you on a continual basis to stay abreast of your circumstances and ensure that your portfolio is best positioned to help you meet your goals.
In addition to our dedication to investing, we also emphasize a dedication to our clients. To that end, every client of Great Lakes Advisors works with a Managing Director of the firm and has access to our depth and resources at all times. We tailor communication to the specific needs of each client and seek to build long-term relationships with our clients.
We provide objective investment management to our clients while making their needs our highest priority. We are particularly proud of the long-term stability of our client base and their success. View our professionals to meet the people behind Great Lakes Advisors.