Strategic Asset Allocation

We assist clients in developing a comprehensive investment strategy for their entire portfolio. Through personal discussions with the client, we gather data to determine the client's individual objectives, risk tolerance, time horizons, and cash flow needs. We then review a client's current asset allocation across all investment accounts, and subsequently recommend an investment allocation focused on asset classes, not specific securities. The goal of our strategic asset allocation process is to align the client's total portfolio with the data we gather. Minimizing volatility through low and non-correlated asset classes is a core part of the recommendation.

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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