Preferred Program
Apply Now

Fifth Third Bank Preferred Program

Call Today 877-579-5353

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

What Are Your Personal Goals?
We can provide you with an investment strategy built around your specific life objectives that incorporates your overall financial goals, tax and estate strategies.
What Are Your Financial Goals?
A Fifth Third Investment Professional can work with you to create your Investor Profile, reflecting your investment time horizon, comfort with risk, and unique financial situation.
Which Managed Account Portfolio is Right for You?
Investment Professionals construct your managed portfolio based on your Investor Profile. Managed investing options include actively and passively managed mutual funds, separately managed accounts and multi-style portfolios.
How Can You be Sure You Stay on Track?
Your Investment Professional works with you to monitor your investment portfolio and maintain your target asset allocation. Your Investment Professional will meet with you periodically to understand any life events that may affect your portfolio.


Disclosures

*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.