Fifth Third Bank

Money Management Advice

Building Your Investment Strategy

How can we help you build your investment portfolio? Before providing money management sources, the Investment Professionals at Fifth Third Securities take the time to get to know you, to understand your goals, thoughts about risk and need for return. Next, we will work with you to craft your investment portfolio, designed to help meet your long-term objectives.

Using a four step process, we customize your investment portfolio based on your time horizon and objectives.

1. Understand Your Goals

Your investment strategy is based on your risk tolerance and what you hope to achieve. That is why we take the time to understand your investment goals.

2. Create Your Investor Profile

What is your risk tolerance? What is your time horizon for investing? How much cash do you need to have on hand? We work closely with you to develop your investment portfolio characteristics.

3. Execute Your Strategy by Building Your Investment Portfolio

After we have a clear understanding of your investment goals and preferences, our investment professionals build your portfolio. This involves choosing the specific investments for your portfolio from a variety of investment types including stocks, bonds and mutual funds.

4. Monitor Your Investment Portfolio to Stay on Track

Changes in the economic landscape and life events, such as getting married or having a child, may affect your investment strategy. We will work closely with you to stay on top of your investment strategy and recommend adjustments.

At Fifth Third Securities, you can benefit from investment guidance, a wide array of investment solutions, and ongoing assistance from your Investment Professional, committed to helping you succeed.

Get Advice and Guidance

For money management advice and assistance building your investment portfolio, contact a Fifth Third Securities Investment Professional, visit a Fifth Third Banking Center near you, call us toll free at 1-800-416-8714, or fill out a contact form.

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 broker-dealer and an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Fifth Third Securities is a wholly owned subsidiary of Fifth Third Bank. 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

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