Active Asset Allocation

Active Asset Allocation

Active Asset Allocation

Think About The Way You Invest

Active Asset Allocation

Asset allocation refers to how an investment portfolio is divided amongst different asset categories. There are high level categories like stocks, bonds, gold, etc. Then there are sub categories like “value” stocks, “growth” stocks, large cap stocks, small cap stocks, international, emerging markets, etc. We actively manage the asset allocation in your portfolio to manage risk and size exposure to various investment opportunities.

The markets and economies move in cycles. There are times of expansion and times of contraction. In addition, when leverage and prices are high there is more at risk if things reverse course. Investors who can navigate these fluctuations will be rewarded. There are times to play offense and times to play defense. Our proprietary indicator system allows us to assess the market and economic situation, guiding when to take more risk and when to be cautious.

Opportunistic Investments. Sometimes we encounter investment opportunities that have unique or niche characteristics. We call these opportunistic investments. We can’t control how often these will come up, but there’s always room in the portfolio for a good idea.

Our Approach

1

Assess

We take the time to understand your needs, wants and wishes.

2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

Assess

We'll take a deep dive into your current financial situation.
1

Assess

We take the time to understand your needs, wants and wishes.

Educate

Feel empowered and confident in your financial decisions.
2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

Achieve

Things change. We build in flexibility to adapt to your life.
3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

other services

Location Optimization

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Philosophy

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Planning-Based Portfolios

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Portfolio Risk Management

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Socially Responsible Investing

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Tax-Smart Investing

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Let’s begin today!