Monitor your portfolio's progress
towards your custom benchmark
ONLINE INVESTORS CAN
- Retrieve account documents
- View statements
- Track current allocation and
- Receive account-related messages
Investing, when done well, is a full-time job with a defined process that must be initiated, monitored and executed if you are going to attain your targeted success
Inspired by over 30 years of investment management experience with tens of thousands of investors and their financial professionals, OnTarget Investing was born with a vision: to help investors reach their investment goals.
Your personal benchmark
Your answers to our suitability questionnaire will define your investment
time horizon and risk tolerance so we can mutually set expectations for
Designing your solution
Your personal solution is designed using proprietary software to marry traditional and alternative investments with strategic and tactical strategies consistent with your benchmark.
Implementing the targeted investments
You will receive an investment proposal describing the management
approach, current allocation and investment expectations. Based on the
expectations outlined in the investment proposal, we will allocate and
continually manage your account.
Managing to the target
Investment markets are dynamic, requiring continuous assessment to
assure your account is OnTarget to reaching your goals. Our process
applies multiple management approaches to reduce market risk.
Reporting your progress to the target
Evaluating the progress of your account is a crucial OnTarget
component. You will regularly receive an OnTarget Progress
Report so you know where we are in meeting expectations.
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