The Regions Portfolio Management Group provides personal, customized investment expertise to our clients. Using a collaborative and consultative approach we begin by first understanding our client’s unique financial goals and objectives. Together we establish specific requirements concerning liquidity, income, funding requirements, long-term growth, investment time horizon, return objectives and risk tolerance.
Our Portfolio Managers are located throughout the Regions' footprint to serve as local investment experts for their clients. As part of our well defined investment process our portfolio managers assist clients in developing:
- Investment Objectives
- Investment Policy Statements
- Portfolio Asset Allocation
- The selection of Investment Managers
- Review and evaluations of manager and account level performance
Regions Portfolio Managers has investment solutions designed to help you meet your unique goals and objectives. Call us at 1-800-REGIONS, or tell us more about your wealth management needs and an experienced portfolio manager will contact you.