We will implement a customized investment strategy. We provide the following as part of our investment management services:
Develop and Construct Asset Allocation Strategies
Monte Carlo Simulations for Range of Returns
Before and After-Tax Asset Return* Standard Deviation, Sharpe Ratio and Yield Projections
Minimum Required Distribution Projections and Tax Liabilities*for Qualified Accounts
Contribution and Withdrawal Impact Projections
Quarterly Performance Reporting (and at other times as requested by Client)
Consolidated Account Reporting for Performance and Holdings
Periodic Portfolio Rebalancing
Annual Review of Investment Policy Statement
*The financial analysis and recommendations does not constitute tax, legal, or accounting advice and neither John Hancock, Signator Investors, Inc., nor any of its agents, employees, or registered representatives are in the business of offering such advice. It is not intended for the use and can not be used by any taxpayer for the purpose of avoiding any IRS penalty. Anyone interested in these transactions or topics should seek the advice based on his or her particular circumstances from independent professional advisors.