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PORTFOLIO LONGEVITY: What Constitutes an Optimally Designed Investment Portfolio?

 Portfolio Longevity: The successful conversion of retirement savings into a secure, sustainable stream of income requires three things:

 
A comprehensive financial plan—outlining how much, when and how to withdraw from your portfolio—is the foundation for a well-designed retirement income strategy;

 
Sophisticated portfolio design—including extreme diversification across multiple asset classes, companies and countries, customized for your unique vision and risk tolerance profile—positions the investment and retirement income strategy for success;

 
Beyond-the-market portfolio management—the big-picture implementation and oversight of your portfolio design—can generate incremental return beyond that derived from the portfolio design itself. 

 
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