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.