Calvert believes in the importance of professional financial management and advice in managing your money. That's why Calvert's funds are offered through brokers, financial planners and registered investment advisors.
Just as you rely on professionals to evaluate your health, provide legal advice or do your taxes, you will find that working with a financial professional offers many benefits. Trained financial professionals review your financial history, discuss your needs and goals and recommend plans tailored to your personal situation. Since advising you is their profession, not a hobby, licensed investment advisors will have access to specialized research, comprehensive performance data and other tools to assist you in achieving your financial goals.
A competent financial advisor will offer investment strategies to:
- Address your retirement needs;
- Fund your child's education;
- Care for your elderly parents;
- Start your own business;
- Buy a home;
- Enhance your after-tax return opportunities
Your financial planner can analyze your personal and financial objectives, time horizon and tolerance for risk and recommend funds that are appropriate for your needs and commensurate with your values. With more than 8,000 mutual funds from which to choose, your financial professional can offer valuable advice on a fund's objectives, track record, management's investment philosophy and performance so that your portfolio reflects funds which best meet your requirements. A financial advisor also has the tools to monitor changing economic and market conditions that might dictate adjustments to your investment plan.
Help your financial professional understand your personal values.
Are you interested in having a company's practices regarding employee welfare, product safety and environmental standards examined as part of your investment analysis?
How do you feel about reviewing a company's human rights policies, diversity in management, environmental practices or community investment as a component of comprehensive financial analysis?
Let your financial advisor know!
Finding a competent financial professional takes some research, just as identifying a real estate agent or internist or lawyer does. Certainly you can ask friends, relatives or colleagues for recommendations. Your lawyer or accountant may be a source. Or, your bank or local investment firm can help you identify likely candidates. Use Calvert's Advisor FinderTM Service, take a look at the list of broker/dealers who know our products well or call Calvert at 1-800-368-2748 to find financial professionals to interview.
|
