Advisory clients may engage us to manage and monitor their portfolios or investments held in selected 457 deferred compensation plans, 401(k) plans, 403(b) plans, tax sheltered annuities, individual retirement accounts (IRA’s), trust accounts, and non-retirement accounts. We offer continuous advice to the client regarding investment of the client’s assets based on the client’s individual needs. The goals and objectives of the client’s individual needs will be determined through personal discussions and we then develop an Investment Policy and manage your portfolio based on that policy.
We will create a portfolio consisting of one or all of the following: no-load mutual funds, individual equities, bonds, exchange traded funds, certificates of deposit and other investment products. Hewitt will allocate the client’s assets among various investments based on client’s investment objectives. The various investments will typically be selected on the basis of any or all of the following criteria: the investment’s performance history, the industry sector in which the fund invests the track record of the fund’s manager, the fund’s investment objectives, the fund’s management style, and the fund’s management fee structure. Portfolio weighting between funds and market sectors will be determined by each client’s individual needs and circumstances.
My Deferred Compensation Manager ® and Investment Management Services INCLUDE:
Cash Flow Analysis
Access to Dimensional Fund Advisors (DFA) Strategies
US Equity, Non US Equity
Global, Emerging Markets,Real Estate and Target Date
Account Transfers and Cashiering
Cost Basis Management
Asset Allocation Analysis
Deferred Retirement Option Plan (DROP) Distribution Planning
Required Minimum Distributions
Online Client Portal for daily tracking and quarterly reporting