Asset Allocation: What Can It Do For You?
The investment world is typically focused on beating a benchmark, competition, and areas that, while interesting to analyze, have little to do with achieving your financial goals. We see investment management as a process of building and continually adjusting your portfolio to stay consistent with your personal situation and financial goals. The foundation of this approach starts with setting target allocations while periodically re-balancing the portfolio back to those targets as investment returns skew the original asset allocation percentages. Investment management considers your income tax situation, risk tolerance, and risk capacity. These highly personal measures are then integrated with big-picture asset allocation factors such as economic conditions, market fundamentals, and appropriate investment selection. Our philosophy is a realistic approach to markets, understanding what makes you tick and the life you want to live. We then connect the two with the specifics that are relevant to your success.
Published: February 20, 2015
Authored By: Bethany Muensterman