Choosing the right portfolio balances your core values, your long-term financial goals and your tolerance for volatility.
When analyzing your portfolio, we help you develop methods to address 5 Major Risks Confronting a Portfolio
- Appropriate Asset Allocation
- To decreases volatility and provide protection during market downturns
- Appropriate Interrelation Between Investments
- To avoid overlap of sector exposure, industry exposure and individual holdings
- Appropriate Investment Vehicles
- To determine that investments are managed according to their objectives, tax efficiencies, and cash flow/ management inefficiencies
- Appropriate “Quality of Investment”
- Analyzing peer group ranking, volatility and return vs. market benchmarks, risk/reward ratios
- A Well-Defined Investment Philosophy
- Investment decisions should be consistent, methodic and disciplined
- Portfolios should be reviewed quarterly and rebalanced at least once annually
