Welcome Note
Frequently Asked Questions
Emerson Team Member Spotlight
Introducing the Education Exchange Webinar Series
Emerson is proud to announce the debut of The Education Exchange Webinar Series. These brief webinars are housed in our Knowledge Center and will lead you through narrated presentations focused on issues surrounding the management of your wealth. We invite you to view The Estate Planning Basics Webinar by Kathy Sablone, JD, Emerson's Wealth Strategists
What is "balanced wealth management"?
Emerson’s balanced wealth management process creates a well-diversified portfolio that invests in different types of assets throughout the world. The goal is to optimize returns and control risk by taking advantage of changing market conditions. Balanced management is supported by modern portfolio theory and is widely accepted as a reasonable approach to wealth preservation.
Patrick T. Long, Equity Analyst
Pat is responsible for identifying and recommending investment opportunities for Emerson’s equity products. He maintains and analyzes data related to our investment decisions, due diligence, compliance, risk management and performance attribution. Additionally, Pat contributes to asset allocation decisions and is a member of the firm’s Investment Strategy Committee.