Asset Allocation Review​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

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Asset strategies that work hard for you.

Comerica knows that the right mix of assets in your portfolio is critical to meeting your financial goals. Whether you’re looking for an early retirement option or hope to purchase a new vacation home, Comerica can help you achieve your objectives.   Our professionals will review your asset allocation and compare it to your liquidity and income needs, risk tolerance and timeframe. Ultimately, we will help you identify asset allocation strategies based on your individual needs both now and in the future1

Comerica takes a three-step approach to asset allocation

  • Identify your financial goals, including
    • Liquidity
    • Income
    • Timeline
    • Risk tolerance
    • Unique needs
    • Tax considerations
  • Identify your total portfolio objective
    • Income only
    • Income primary
    • Income with long-term growth
    • Balance income and growth
    • Long-term growth with income
    • Growth primary
    • Growth only
  • ​Create your personal portfolio
    • Clarify specific stock and bond objectives
    • Address your tolerance for risk
    • Implement your personal investment portfolio
    • Adjust your portfolio when economic and market conditions change​​​​​​​​​​​​​​​

    Click here to view Disclosures & Footnotes