Asset Allocation

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. The three main asset classes-equities, fixed-income, and cash and equivalents – have different levels of risk and return, so each will behave differently over time.

Points that we feel are important when thinking about asset allocation:

• RISK Vs RETURN
• Determine Clients Long- and Short-Term Goals.