Our Services > Investment Management

We follow a six step process…

Asset Allocation
Portfolio Strategist Selection
Investment Management
Firm Selection
Monitoring & Rebalancing
Ongoing Review


Step 2: Asset Allocation

While security selection is vitally important, numerous studies have shown that asset allocation is responsible for 90% of the variance in portfolio returns. Using what we learned in Discovery we will determine an appropriate allocation for you. Another important consideration is whether your asset allocation should be managed strategically, tactically, or through a combination. Both strategic and tactical asset allocation are effective methods of constructing and managing a portfolio.

Investing involves risk including the potential loss of principal. No investment strategy including asset allocation can guarantee a profit or protect against loss in periods of declining values.

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