Maximize your wealth.

Comerica Wealth Management is committed to protecting and enhancing our clients’ wealth over time, in keeping with their stated and agreed-upon goals.

We accomplish this by building customized investment portfolios designed to address each client’s financial objectives and investment horizon while respecting his or her individual tolerance for risk

Reflecting Comerica’s best investment thinking, client portfolios can draw from our proprietary investment models as well as leading asset managers throughout the industry. 

 

Comprehensive planning

Our investment advice is preceded by comprehensive planning that enables our clients to clarify and articulate their needs and objectives. Only then do we develop an investment approach to help get them there.

 

Investment philosophy

Our investment philosophy is based on the following principles:

  • Building well diversified portfolios across asset classes is the best way to balance potential returns with prudent exposure to risk.
  • Each portfolio is built using a strategic asset allocation based on sound financial theory and well-grounded capital market correlations and assumptions.
  • Portfolios are monitored and rebalanced to avoid assuming unplanned levels of risk.
  • Tactical overlays reflecting Comerica’s outlook on current conditions may be periodically recommended.
  • Portfolios are constructed using suitable investments that may include active, passive and factor-based  approaches.
  • Objective selection of the “best managers” in each asset class through a rigorous, tested process is the most effective way to construct a high-quality, risk-managed portfolio.
  • Minimizing costs through prudent selection of investment solutions and efficient trading is core  to maximizing investor value.
  • Efficient, tax sensitive investment management when warranted based on an informed understanding of each client’s tax situation is critical to maximizing after-tax returns.
  • For clients who would like to invest based on socially responsible criteria, portfolios are designed consistent with client guidelines  while adhering to Comerica’s philosophy and approach. 
 

To learn more about funding your dreams, contact a Comerica Wealth Advisor.

 

Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.

Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank, including Comerica Bank & Trust, N.A.; World Asset Management, Inc.; Comerica Securities, Inc.; and Comerica Insurance Services, Inc. and its affiliated insurance agencies. World Asset Management, Inc., and Comerica Securities, Inc. are Registered Investment Advisors. Registrations do not imply a certain level of skill or training.

Securities and other non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by, Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of the principal invested. Past performance is not indicative of future results. Comerica Securities, Inc. is a broker/dealer, member FINRA/SIPC and subsidiary of Comerica Bank. Information is presented for general information only and subject to change.