Advice Focused On You

Comprehensive Portfolio Management*
Your financial goals are complex and diverse. But with the People's Funds Advisory Program, you gain the resources and expertise that will help you attain those goals -- because a team of talented investment managers will be working to create, implement, monitor and adjust a carefully balanced portfolio in accordance with goals you have defined.

Creating a Portfolio to Match Your Profile
Through a comprehensive consultation with your People's Financial Advisor, we will develop a personal asset allocation proposal that matches your unique investment profile.

Proper Diversification: The Key to Success
Investing through professionally selected mutual funds helps your portfolio maintain proper diversification of your investments. This is important because independent studies have proven that proper diversification is the single most important factor in investment success. You benefit from long-term upward trends of the market, while minimizing risk.

Our disciplined investment approach helps assure that your portfolio is diversified across different mutual fund types such as large and small capitalization funds, international funds and bond-oriented funds. This highly customized blend of funds allows us to create a portfolio that mirrors your goals and risk tolerance.

Greater Control And Peace of Mind
Your investment team will manage your portfolio full-time, which means we can be responsive to your needs as well as changing market conditions. You'll receive monthly account statements, quarterly portfolio evaluations, and ongoing consultations with your Financial Advisor to keep you informed about changes important to you.

Get Advice Focused On You
Meet with a Financial Advisor to learn more about how this program can help you or call us at 1-800-392-3009.

*These are investment advisory services subject to the Investment Advisers Act of 1940.

People's Financial Advisors is a division of People's Securities, Inc. Investments & Insurance are available through People's Securities, Inc. (member FINRA and SIPC), a subsidiary of People's United Bank.