Investments

Investments

Developing a Portfolio to Help Meet Your Goals

AAA investment experts can help you make informed decisions that meet your risk tolerance, time horizon and personal needs. As part of your private consultation, we’ll help you determine:

  • Your specific goals
  • How soon you expect to reach those goals
  • Your income needs
  • How much risk you’re willing and able to assume
  • Your lifestyle expectations
  • Your tax situation

We’ve partnered with Federated Investors to assist us with developing a customized investment approach. Federated Investors is recognized as one of the nation’s largest and most respected investment management companies, managing assets in excess of $400 billion.

To help you develop a portfolio that targets your personal needs, we follow a consistent Investment Process and can help you with:

Asset Allocation

Following a risk tolerance assessment, your Personal Trust Officer can help you decide how to divide your investments among different asset classes, such as stocks, bonds and money market funds. By positioning your investments across a range of classes, you can reduce your overall risk and potentially enhance returns.

Ongoing Review

Your Personal Trust Officer can help you monitor your goals and investment portfolio, facilitating adjustments when your objectives, circumstances or market conditions change.

Rebalancing

Since different asset classes will grow at different rates, we use a systematic rebalancing procedure that makes sure your personalized asset allocation remains on target.

Investment Selection

AAA Banking introduces you to high-quality model portfolios designed to meet your investment needs. We do not offer proprietary products, so our recommendations are based solely on what is best for you. We can also advise you on tax-efficient portfolios and those that hold international and alternative investments.

NOT A DEPOSIT — NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY — NOT GUARANTEED BY ANY BANK — MAY LOSE VALUE

For more information or to make an appointment with one of our Trust Officers, call 888.447.4730.


Trust services provided by AAA Banking • Division of Auto Club Trust, FSB