Investment Management

Investment Management — advice and consent
Meeting unique client objectives within a unique set of constraints is the foundation of our investment approach. We focus our attention on investment grade securities and employ a portfolio management process, which meets the standards of prudence. We strive to manage risk, minimize volatility and provide returns, in accordance with your expectations, year after year.

In many cases, investors have nowhere to turn for objective advice. Sound decisions require careful consideration, not only of the investment itself but its suitability for the investor.

An Investment Management account from Sovereign provides an altogether different approach. We help clients create a personal investment plan, based on an intimate knowledge of their goals and tolerance for risk. Then we design a portfolio to meet those criteria. It can be weighted to produce income or growth — or may take a balanced approach. And our selections are carefully diversified to minimize the effect of a sharp decline in any market.

Sovereign can assume full responsibility for carrying out your plan, or you can rely on us simply for advice. In either case, an Investment Management account assures you that:

• Your portfolio is actively monitored. All portfolios are regularly reviewed to ensure that objectives are being met.
• Details are handled efficiently. You no longer have to worry about collecting and reinvesting income, dealing with sales or maturities or handling daily transactions.
• Investment opportunities are spotted. Extensive research data is consulted to identify securities that meet a range of needs, from long-term growth to high income.
• Accounts are managed locally.

For detailed information about the many services Sovereign provides, please call your local Wealth Management Advisor.