Helping you select investments

Our process: Discipline, rigor, experience

Our team of analysts use a disciplined approach to make sure we’re giving you the best possible choices. We only move forward with recommendations that we believe can help execute our investment philosophy. We focus on quality investments that we expect to deliver on their performance expectations over the long term and work well in a diversified portfolio.

Our recommendations give you and your financial advisor a starting point for choosing investments to help build a portfolio aligned with your comfort with risk and financial goals.

How we choose stocks 

Before your financial advisor recommends a stock to you, it must pass a disciplined analysis by our Securities Research team. We filter stocks based on geography, longevity, financial risk and a company’s size before applying fundamental and valuation analysis.

We look at factors including company balance sheet strength and the management team’s track record to assess the quality of a stock. We spend time thinking about past, present and future opportunities and challenges for each sector to identify the companies we believe have sustainable competitive advantages for the long term. Then we apply strict valuation analysis and consider any specific risks to determine a fair price for the stock.

How we choose bonds

Individual fixed-income investments can provide diversification, income and stability to an investment portfolio.

Given the importance of credit risk when evaluating individual bonds, a focus on diversification and quality can help meet these objectives. We also consider other risks, including interest rate risk and reinvestment risk, when helping you build a bond portfolio. This timely, insightful information is at your financial advisor's fingertips so they have what they need to help you make a decision.

How we choose funds

With thousands of mutual funds and exchange-traded funds (ETFs) to choose from, it can be overwhelming to pick which ones to buy. That's where our Investment Manager Research team comes in.

They bring significant investment experience and a robust framework to analyzing mutual funds and ETFs, helping provide quality recommendations. Your financial advisor can use this team’s expertise to provide choices that make the most sense for you.

We're here for you

With the support of our experienced research team, your financial advisor can provide you with investment recommendations that may be appropriate for your portfolio.