AIM Trimark Investments today introduced their new, comprehensive wealth management program called Dialogue Wealth Management.
Offered with no additional fees and available through most advisors, the Dialogue program integrates a written financial plan with an appropriate portfolio of mutual funds, to properly position investors to meet their financial objectives.
“With a complete written financial plan, investors can take comfort in knowing that they have a strategy in place to achieve their long-term financial goals,” said Philip Taylor, president and CEO at AIM Trimark, in a news release.
“Until now, financial planning and portfolio management had to be done separately which was complex and time consuming,” added Taylor. “We’re proud to be leading this evolution that allows advisors to integrate these processes. The fact that it costs less than many competitive program adds to its appeal.”
The Dialogue program is available to investors with a minimum of $25,000 to invest.