Wealth Advisory Process

At Glenmede, we believe an integrated approach to wealth management is fundamental to your financial growth and stability. An integrated approach means collaborating with you to build a comprehensive view of your unique personal and family goals and then building an investment portfolio that best achieves those goals. We complement our investment management services with a comprehensive set of advisory and administrative services.

This collaboration is achieved using a wealth advisory process comprised of three basic steps:

  1. assessment – understanding you, your goals and needs through the creation or review of a financial plan;
  2. implementation – developing an investment portfolio from all the different choices that captures our best ideas and suits your needs; and
  3. ongoing monitoring—timely re-evaluation and portfolio re-balancing and personal and/or family financial advice around changes to your wealth or goals.