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Strategic asset allocation is based on client’s investment goals: growth, current income, and risk tolerance. We work with each client to tailor appropriate investment guidelines. The result is a strategic benchmark with specific asset weightings.
The next step is to optimize risk and adjusted portfolio returns through tactical asset allocation. This process is ongoing and is governed by change in the risk-free rate relative to expected returns on both stocks and bonds, as well as the relative returns of stocks versus bonds.
Tactical asset allocation measures the risk exposure of an asset class and the expected return from that class. The firm will hold cash in lieu of stocks or bonds when it is determined that risks are too high. The goal is to adjust the strategic benchmark reflecting changes in the global macro economy.