Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame.

We believe that asset allocation is one of the most important aspects when it comes to investing.  Knowing what asset classes to own and how much of each asset class to have exposure to can be a challenge for investors.  This one of the reasons our clients hire us.

How are we different? 
Modern Portfolio Theory is almost 60 years old!  We believe in expanding upon Modern Portfolio Theory and using diversification in an attempt to optimize our client’s portfolios.  This consists of blending active and passive investments as well as incorporating the use of alternative assets classes.

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Frequently Asked Questions:

— What’s the difference between different asset classes?

— What asset classes do I and should I have exposure to?

— How correlated are the investments in my portfolio?

— What fees am I currently being charged?