Portfolio Management

Portfolio design addresses an individual’s investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. 

Intelligent asset allocation is used to invest your investable assets among a variety of investment categories. This process will:

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Reduce overall investment risk

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Create more reliable investment forecasts

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Improve the risk/return tradeoff of your portfolio

Investment planning also involves the choice of securities for your investment portfolio. Basic securities are stocks, bonds, and mutual funds. Separately managed accounts, indices, short-term assets, and annuities are also used to optimize your portfolio. 

Alternative investments may also be an option for the right investor. One of the premier benefits of alternative investments is diversification, resulting from the inclusion of investments that react differently to the markets than more traditional investments. Managed futures, hedge funds, commodities, and real estate are all examples of alternative investments. These products generally involve substantial risk and limited liquidity. 

Most investors understand that as risk increases, the potential for return also increases. But there is a point for every individual where the level of risk is not worth the potential return. The goal of our planning process is to provide you with the risk/return scenario that is most comfortable for you.