Investment & Asset Allocation

Are you using the old school method: “subtract your age from 100 and that’s the percentage of stocks you should own?” Did your current advisor put together your investment allocation years ago and fail to revisit and re-allocate through these constant-changing economic cycles?

In the old days, there weren’t a whole lot of options available to individual investors. Nowadays there are endless opportunities that allow us to actively manage your portfolio, while striving to mitigate risk and maximize growth. We start with the macro environment in an attempt to predict which sectors of the market will give us upside potential. One quarter could be utilities and real estate, while the next may be treasuries and commodities. The point is that the world is constantly changing, and your portfolio should be changing along with it. Obviously, there are no guarantees in the financial markets, we won’t be right 100% of the time (but it sure would be nice if we were). With thoughtful discussions with each of our clients and development of portfolios that match their risk tolerance, we believe our approach will stand the test of time over the long run.

Want to learn more? Contact us today for a free, no-obligation analysis and review of your investment portfolio. We look forward to working together with you!

Broker Check Logo