5 Major Risks Confronting a Portfolio

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

1. Appropriate Asset Allocation
• To decreases volatility and provide protection during market downturns
2. Appropriate Interrelation Between Investments
• To avoid overlap of sector exposure, industry exposure and individual holdings
3. Appropriate Investment Vehicles
• To determine that investments are managed according to their objectives, tax efficiencies, and cash flow/ management inefficiencies
4. Appropriate “Quality of Investment”
• Analyzing peer group ranking, volatility and return vs. market benchmarks, risk/reward ratios
5. A Well-Defined Investment Philosophy
• Investment decisions should be consistent, methodic and disciplined
• Portfolios should be reviewed quarterly and rebalanced at least once annually

All investing involves risk including loss of principle. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.