Customized Portfolios

Your particular circumstances guide the way we manage your money, as we tailor portfolios to your goals, income needs, tax situation, and tolerance for risk.

Proprietary, Integrated Portfolios

By managing all our portfolios in-house, we are able to provide better results for our clients. Internally integrated portfolios allow us to provide:

  • A greater degree of diversification
  • More sophisticated rebalancing
  • More tax-aware investing
  • Active currency management

Dynamic Process

Setting your long-term strategic asset allocation is one of the most important decisions we’ll make together. However, market volatility at times may threaten to throw your portfolio off course. We offer Dynamic Asset Allocation to help stabilize your portfolio, adjusting your short-term risk/return profile so that you can better maintain your long-term strategy.

Dynamic Asset Allocation (DAA) is an investment service designed to:

  • Manage portfolio risk in the short term
  • Mitigate the effect of extremes in the market
  • Do so without sacrificing long-term returns

All this ongoing portfolio customization enhances your potential to meet your investment goals without undue risk, and provides greater comfort that you’re not paying more in taxes than is absolutely necessary.

Contact Us

Contact a Bernstein advisor today or locate an office near you.