Private Bank Investment Diversification Options

Diversified investment options can help maximize your opportunities, so you can make the most of your wealth.

Critical to a good investment strategy is continually considering your investment diversification options.

The goal is to find the appropriate level of risk for your timeframe, your financial and life goals, and how tolerant you are of fluctuations in your portfolio.

Your dedicated Portfolio Manager has access to all of Fifth Third’s broad solutions (as seen in the table), and will make sure that your holdings are diversified across asset classes. Our team is dedicated to bringing you innovative investment diversification options that suit your needs.

  Individual Securities Mutual Funds Exchange Traded Funds/Notes Separately Managed Accounts
Cash and Equivalents
Taxable ✔ ✔    
Tax Exempt ✔ ✔    
Fixed Income
Domestic ✔ ✔ ✔ ✔
International   ✔ ✔  
High-Yield ✔ ✔ ✔  
Tax Exempt ✔ ✔ ✔ ✔
Inflation Indexed ✔ ✔ ✔  
Equity
Large Cap Global   ✔ ✔ ✔
Large Cap Domestic ✔ ✔ ✔ ✔
Small/Mid Cap Domestic ✔ ✔ ✔ ✔
Developed International   ✔ ✔ ✔
Emerging Markets   ✔ ✔  
Real Estate
Real Estate ✔ ✔ ✔ ✔
Alternative Strategies
Core Diversifiers   ✔ ✔  
Opportunistic Diversifiers   ✔ ✔  
Private Equity     ✔  
Structured Notes ✔      

 Disclosures

*Asset Allocation and diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

The information presented in this material is general in nature and not designed to address your investment objectives, financial situation and does not constitute the rendering of tax or legal advice. The mention of a specific security is not intended as a solicitation to buy or sell the specific security. Asset Allocation, Alternative Investment and Hedging/Diversification strategies are intended to mitigate the overall risk within your portfolio. Some strategies may be subject to a higher degree of market risk than others. There are no guarantees that any strategy presented will perform as intended. Prior to making any investment decision, you should assess, or seek advice from a professional regarding, whether any particular transaction is relevant or appropriate to your individual circumstances. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

Fifth Third Private Bank is a division of Fifth Third Bank offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor. Registration does not imply a certain level of skill or training.

Investments, investment services and insurance:
Are Not FDIC Insured Offer No Bank Guarantee May Lose Value
Are Not Insured by any Federal Government Agency Are Not a Deposit

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