Private Client Management

Our client service philosophy:

We believe that building relationships with our clients is as important as building our clients' portfolios.

Our commitment to client service:

To provide the highest level of service to our clients in accordance with their objectives through a single account manager
To ensure that proactive client support and active portfolio management combine to create successful, long-term relationships

Our commitment to offering competitive products:

To provide the highest quality equity and fixed income strategies in the marketplace
ClearBridge Advisors offers a wide range of proprietary products in various asset classes, styles and market caps, which can be specifically tailored to meet clients' needs and aspirations

Experience:

Our private client portfolio managers have an average of over 30 years of investment industry experience

Long-term track records:

Portfolios that meet Private Clients' needs:

While we follow specific models, these can be modified to meet specific income requirements, restrictions on certain industries or securities
We can handle portfolios with concentrations in one or more securities
We manage multiple accounts as one for investment purposes
We rebalance portfolios regularly, scheduled on a case-by-case basis
We can invest accounts based on specific tax considerations
Portfolios can be balanced, taxable and/or tax-exempt fixed income securities
Coordinate tax loss selling programs

Open communication and client reporting:

Ongoing meetings with portfolio managers to review accounts, individual holdings, financial markets, portfolio positions and market outlook
Services are available through various platforms and channels including Dual Contract options and DVP Custody arrangements