A strategic partner to clients
We believe that client service stretches beyond providing investment expertise and wide-ranging investment capabilities. Our goal is to be viewed as a strategic partner by our clientsone that seeks to understand client-specific needs before recommending investment solutions. The ongoing dialogue between our client relationship managers and clients will include:
Evaluating clients' plan structures, processes and investment objectives
Understanding clients' risk tolerances, guidelines and restrictions
Offering investment solutions that meet the clients' needs while fitting into their overall investment framework
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