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Portfolio Structure

Wealth Management

Portfolio Structure

An asset allocation strategy will dictate how your portfolio should be balanced between the major asset classes of stocks, bonds and cash equivalents. Portfolio structure refers to the types of styles and strategies that are utilized for each asset class.

For equities, portfolio structure means determining how assets should be deployed across the world's regions and among market capitalizations. It also entails allocating the portfolio between value and growth styles as well as between active and passive investment management. For the fixed income portions of a portfolio, this will include allocating assets based on factors such as duration, tax status, credit quality and geographic exposure. When alternative asset classes are included in the portfolio, additional factors are considered in structuring the portfolio.

The goal of this process is to build on the broad asset allocation strategy by determining the appropriate selection of styles and strategies. When portfolio structure has been determined, we then work to select appropriate investment managers to fill out the structure recommendations.

For more information about Portfolio Structure, we invite you to contact:

Dave Jackson 
Investment Management Consultant
(515) 245-5655

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.​