Fifth Third Preferred Private Client Services
For a Customized Investment Strategy
With Fifth Third Bank Private Client Services, you and your local Investment Professional have access to an experienced Portfolio Manager who develops and manages a customized investment strategy for your portfolio. Together, they work with you to understand your goals, intentions and risk posture, build a customized portfolio solution and help you achieve your desired goals and private financial needs.
|Investment decisions are guided by your customized Investment Policy Statement, which outlines your investment goals, risk tolerance and parameters for investing. Because our Portfolio Managers have discretionary authority over your investments, they are obligated to act in your best interest and must adhere to prudent investment guidelines and practices.|
|Your Portfolio Manager uses a variety of internal and external investment strategies, and has the ability to select from a combination of well-researched mutual funds, external managers (SMAs), Exchange Traded Funds (ETFs), individual stocks and bonds to create a customized portfolio. In addition, you can take advantage of tax-efficient investment strategies and management fees may be tax deductible.|
|Regular reporting keeps you up to date on the progress of your private financial investment account.|
Fifth Third Bank provides access to investments and investment services through various subsidiaries, including Fifth Third Securities.
Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and 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, investments 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.