Passageway Managed Account Portfolio
Diversified Investments for Building & Managing Wealth
With a Fifth Third Passageway Managed Account Portfolio, you can benefit from an integrated investment strategy that can combine your investment goals and desire for diversified investments with your tax* and estate strategies and relieves you of the day-to-day details around investing. Our disciplined and personalized investment process was designed to help you build and manage your wealth. Your personalized investment strategy is detailed in your written Statement of Investment Selection. It is designed to help you meet your goals, based on your need for diversified investments, your time horizon, and risk and return preferences.
To help make sure your Passageway Managed Account Portfolio remains on track, you will receive timely investment communication and market commentary, comprehensive portfolio reporting and ongoing portfolio reviews by your Fifth Third Securities Investment Professional. In addition, Fifth Third periodically rebalances your portfolio when appropriate.
Your Personalized Strategy for Diversified Investments
*Fifth Third Securities does not provide tax advice. Please consult your tax advisor before making any decisions or taking any action based on this information.
Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a wholly owned subsidiary of Fifth Third Bank, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Securities and investments offered through Fifth Third Securities, Inc. and insurance products:
|Are Not FDIC Insured||Offer No Bank Guarantee||May Lose Value|
|Are Not Insured by any Federal Government Agency||Are Not A Deposit|
Insurance products made available through Fifth Third Insurance Agency, Inc.
Investments, variable annuities and brokerage accounts are offered through Fifth Third Securities, a wholly owned subsidiary of Fifth Third Bank. Fixed annuities are offered through Fifth Third Insurance Agency Inc., a wholly-owned subsidiary of Fifth Third Bank.