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investment objective income

Date: October 1, 2020 Author: Categories: Uncategorized



It’s very possible to have all three investment objectives in play at the same time. INCOME:* An investment objective for a client seeking a portfolio producing current income while recognizing and accepting market and issuer risks inherent in investments of this type. However, it is possible that some of the information is incomplete, incorrect, or inapplicable to particular circumstances or conditions. Here are a few: We carefully review these factors and others with clients to identify the right strategy. Ally needs an accurate picture of your goals because we need to be sure the trades you make are suitable for your situation. How should an investor determine which investment objective to … Please enable JavaScript. Generally speaking, four main investment objectives cover how you accomplish most financial goals. Lastly, what can we learn from past performance that can enhance our future decisions.

Here are some brief descriptions of terms related to investment objectives; see which applies best to your goals: Income The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Do you want to rely on your investments to generate a steady income?

Is your objective to significantly grow your money? Is this portfolio diversified enough, but not too much, within the asset groups that we follow, so that at least one group should be going up in value when markets swing up or down?

Upgrade your browser and get the best out of Huntington's site. Then, is this portfolio in the best position, given where we believe we are in an economic cycle? To help achieve customers’ desired outcomes, Huntington Private Bank® generally organizes client portfolios around three investment outcome objectives.

Find recent and relevant financial updates and opinions here. As Huntington Private Bank® structures the capital appreciation, income generation and principal preservation portfolios, we focus on answering three key questions: We’re constantly monitoring and evaluating our Huntington Private Bank® portfolios.

You're about to leave huntington.com and go to a site Huntington doesn't control. We also check in regularly with them to understand if they feel they are on the right track and that their investment goals haven't changed. Lending products are subject to credit application and approval.

Whether the investor requires income or capital appreciation, for example. We use your investment objective (income, growth and income, growth, or trading/speculation) to help you clarify your investment ideas and identify your risk tolerance, which is the level of risk of loss you’re willing and able to tolerate to help achieve your investment goals. John Augustine, Chief Investment Officer, Huntington, Premium Private Banking & Wealth Management, Willingness to accept that market values of accounts will go up and down during economic cycles. NEITHER HUNTINGTON NOR ITS AFFILIATES SHALL HAVE LIABILITY FOR ANY DAMAGES, LOSSES, COSTS OR EXPENSES (DIRECT, CONSEQUENTIAL, SPECIAL, INDIRECT OR OTHERWISE) RESULTING FROM USING, RELYING ON OR ACTING UPON INFORMATION IN THIS DOCUMENT EVEN IF HUNTINGTON AND/OR ITS AFFILIATES HAVE BEEN ADVISED OF OR FORESEEN THE POSSIBILITY OF SUCH DAMAGES, LOSSES, COSTS OR EXPENSES. Income generation is for investors who want to produce a growing income distribution while leaving the principal alone. © 2020 Huntington Bancshares Incorporated. Read more…. The Huntington National Bank is an Equal Housing Lender and Member FDIC. Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. An investment objective is a financial goal that helps determine the type of investments you make. Read more…, Huntington Private Bank and Private Bank Advisors provide wealth management, banking services, and guidance to help protect and grow your personal wealth, investments, business interests, and more. To learn more about how the Huntington Private Bank can help with investments and wealth management, contact your local Private Bank office. Principal preservation aims to cover the inflation rate—around 2-3% in recent years—with the least amount of risk and volatility. While certain products and strategies work for one objective, they may produce poor results for another. The information provided is intended solely for general informational purposes and is provided with the understanding that neither Huntington, its affiliates nor any other party is engaging in rendering tax, financial, legal, technical or other professional advice or services.

The financial objective of an investor.

As investors, we all have different goals beyond these core objectives, but capital appreciation, income generation, and principal preservation are effective ways we can connect with our customers around outcome objectives and help them strive to surpass the benchmark. The investor's objective governs the investment strategy.

An investment objective is the purpose a particular investment or combination of investments serve for the investor's financial goals. What are your investment goals? Absolutely. Knowing your investment goals can help you and your client advisor make the right decision for you when constructing your portfolio.

The information in this document was developed with reasonable care and attention.

Based on Huntington Private Bank's experience managing clients’ investments over the decades, we’ve found clients typically have one of three investing goals: There are a variety of factors investors should consider when trying to determine their investment objectives. Different privacy and security practices may apply. John Augustine, our chief investment officer, explains.

®, Huntington®,Huntington.Welcome.® and Huntington Heads Up® are federally registered service marks of Huntington Bancshares Incorporated. Or do you prefer to reduce risk and focus on preserving your principal? The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. The trick is to balance them for your needs. Some investors know immediately what their goals are—but many aren’t as sure. Please contact your Company Administrator to reset your password if you continue having problems logging in. Once the objective is determined, it will then dictate what particular asset classes and investment security types the investor should buy and hold to fulfill the purpose of the portfolio. Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services.

The objective helps an investment manager or advisor determine the optimal strategy for achieving the client's goals. Investment objective. See you back here soon! For example, if you want a source of regular income, you might select a portfolio of high-rated bonds and dividend-paying stocks. You deserve the best. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Your Company Administrator is the only individual able to reset your password.

That’s one of the first questions we ask our Private Bank clients. Most people have long- and short-term financial planning needs, and will likely use more than one of these strategies at the same time with no conflict.
Investment, Insurance and Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE. Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment advisor with the U.S. Securities and Exchange Commission (SEC). An investment objective is your overall outlook on trading for your account. An investment objective is a set of goals an investor has for their portfolio. Read more…, When it comes to making sound financial decisions, it’s important to take current financial events into account. Portfolios for those individuals seeking income above the market average carry higher risks and can be more volatile than the general market.

The basic investment objectives come down to three fundamental goals: safety, income, and growth. Any use of this information should be done only in consultation with a qualified and licensed professional who can take into account all relevant factors and desired outcomes in the context of the facts surrounding your particular circumstances. With this information, we employ our best thinking as a firm to guide our clients’ portfolios through economic cycles to help meet their outcome objectives. We want you to have a great experience while you're here. Insights, perspectives and personalities from Huntington's successful commercial banking clients that will introduce you to some of our top industry leaders. Investment objective.

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