Asset Allocation is part of our strategy
Asset allocation is a long-term investment strategy designed to help investors achieve their financial goals without assuming undue risk. Because the three main asset classes – stocks, bonds and cash or cash alternatives – have different levels of risk and return, they will theoretically perform differently during different market environments.
By allocating your assets to a diverse variety of investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term.
The specific asset allocation we create for you will depend on factors such as your risk tolerance, your investment time frame, the economic environment, your objectives and other factors.
It is also important to note that, since different asset classes will perform differently, your allocation will change. As a result, we will rebalance your portfolio periodically to bring your asset allocation back to its original proportions.
Asset allocation does not ensure a profit nor protect against loss. The process of rebalancing may result in tax consequences.