Asset Allocation Analysis
Contrary to conventional wisdom, how your portfolio is allocated among asset classes plays a larger role in performance than the selection of individual securities.
In order to establish an optimal asset allocation strategy for your individual goals and risk preferences, we examine the characteristics of each asset class and how they interact. In constructing asset allocation models, we are able to incorporate both the traditional asset classes as well as non-traditional asset classes, such as hedge funds and real estate.
After an appropriate asset allocation strategy is determined, we design an appropriate Portfolio Structure.
For more information about our Asset Allocation process, we invite you to contact:
Investment Management Consultant
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.