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At ÃÛ¶¹ÊÓƵ, our approach to wealth management focuses on the client and their entire financial life.

We do this by helping clients organize assets into three key strategies: Liquidity. Longevity. Legacy. This approach helps clients understand the big picture and pursue both short and long-term goals, while taking into consideration the inherent variability in the markets. This approach can serve as a basis that enables us to make recommendations suitable for each client’s individual situation.

ÃÛ¶¹ÊÓƵ Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that ÃÛ¶¹ÊÓƵ Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.

ÃÛ¶¹ÊÓƵ offers a full range of brokerage and advisory solutions through an open architecture platform. ÃÛ¶¹ÊÓƵ advisory programs provide professional investment management with ongoing advice and the ability to delegate discretion to a Financial Advisor, ÃÛ¶¹ÊÓƵ or a third-party manager. The offerings include a digital portfolio program that pairs Advisor insights with professionally managed portfolios and modern technology. ÃÛ¶¹ÊÓƵ took a leading role in providing clients with access to select SMAs with no additional investment manager fee (Zero Fee)—giving Advisors the ability to deliver cost-effective solutions.

The platform includes:

ÃÛ¶¹ÊÓƵ is one of the largest managers in alternatives, giving the firm a distinct advantage point in the market and affording the ability to provide clients access to assets that are uncorrelated to traditional asset classes—a key differentiator in volatile times. Offerings include hedge funds, private equity, real estate and private debt.

At ÃÛ¶¹ÊÓƵ, your clients have the opportunity to pursue investments that seek strong risk-adjusted returns while also demonstrating a commitment to creating a more sustainable and equitable world. We recently launched inclusive investing, which empowers investors to support diversity, equity and inclusion through deliberate investment choices that align with their personal principles and seek competitive financial returns.

Our consultative approach is reflected in our broad array of investment capabilities covering all asset classes and includes:

Through cash management from ÃÛ¶¹ÊÓƵ Financial Services Inc. and savings and borrowing strategies from ÃÛ¶¹ÊÓƵ Bank USA, you have a range of solutions to support your clients’ short-term liquidity needs and long-term financial goals, including

We continue to give clients multiple reasons to trust our leadership and guidance—a commitment proven through our 160-year history of serving clients with distinction, expertise and integrity. Our Chief Investment Office (CIO) has served as the steady, guiding force in investment advice for advisors and clients through significant volatility and global events. Overall, CIO published over 5,000 research reports and articles, with nearly two million views and produced nearly 600 videos and podcasts with over 400,000 views or listens.

ÃÛ¶¹ÊÓƵ’s Advanced Planning Group delivers comprehensive planning and sophisticated advice and education to ultra high net worth clients. The group serves as a think tank, providing thought leadership and building a robust intellectual capital library on estate planning, taxes and other related topics of interest to individuals and families.

Being effective in philanthropy takes time and resources. You can guide your clients to find the right model for their philanthropy, taking a disciplined, investment-like approach designed to help minimize negative outcomes and deliver the greatest impact. For clients who are interested in beginning or expanding their philanthropic giving, our Family Advisory & Philanthropy Services group offers the Philanthropy Insights series with 19 new episodes while the Faith and Philanthropy Network focuses on connecting with peers and like-minded philanthropists.Ìý

ÃÛ¶¹ÊÓƵ strives to create a global ecosystem that serves you in bringing the best to your clients. Our mission is to be a place where people and ideas are connected, where thought leadership is truly effective, and where opportunities are brought to life through sharpening our focus on purpose and strategy. ÃÛ¶¹ÊÓƵ has taken a fresh approach to investing by reimagining possibilities and delivering on our innovative mindset, working every day to stay at the forefront of the industry so you can too.