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
We can provide you with an investment strategy built around your specific life objectives that incorporates your overall financial goals, tax and estate strategies.
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.
Investment Professionals construct your managed portfolio based on your Investor Profile. Managed investing options include actively and passively managed portfolios, separately managed accounts and multi-style portfolios.
Your Investment Professional works with you to monitor your investment portfolio and helps maintain your portfolio according to your risk tolerance. Your Investment Professional will meet with you periodically to understand any life events that may affect your portfolio.
Get Advice and Guidance
For more information about diversified investments and Fifth Third Passageway Managed Account Portfolios, 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|
Insurance products made available through
Fifth Third Insurance Agency, Inc. | Business Continuity