Building Your Portfolio

Building Your Portfolio

Meeting Investor Goals

Asset allocation is important because, when investing in multiple asset classes, your portfolio may perform more consistently over time and it may minimize the risk of underperformance. Market conditions that can help one asset class to perform well may cause another to have average or poor returns over the same time period. And, a portfolio consisting of a diversified group of investments may be able to limit your losses and reduce the fluctuations of investment returns without sacrificing potential gain.

Our collaborative process between members of our team with specific expertise ensures that all of our models are well diversified—not only among broad investment types (equities, bonds, cash, and alternative strategies), but also attempts to have the most optimal mix to meet your objectives.

Adapting to Market Conditions

We provide advice and implement both strategic and tactical asset allocation models. The key difference between these two types of advice is the timeframe over which we are targeting investment opportunities.

Our strategic asset allocation process looks out over a three- to five-year time period. Quarterly, we retest the strength of our asset allocation recommendations.

Relative to strategic asset allocation, tactical models are designed to focus over a much shorter timeframe, and potentially take advantage of opportunities as short as a few months. Tactical asset allocation is not the same as “market timing.” Rather, more timely changes can allow portfolios to benefit from rapidly changing opportunities within the market.

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