PORTFOLIO DESIGN

Once our analysis is completed, we can begin to design your portfolio. There are many factors and strategies that have to be taken in to consideration:

  • Target rate of return for the overall investment portfolio
  • Asset allocation among multiple asset classes
  • Diversification in style and sector of investments
  • Core / satellite investment strategy
  • The types of investment vehicles that will be used

Remember that while diversification and asset allocation are helpful, they do not assure profit or protect against loss.