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Asset
Allocation
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| Proper long-term allocation between stock and fixed income investments is the single most important determinant of portfolio performance, far outdistancing the combined impact of market timing, specific investment selection, and simple good fortune. In short, an effective asset allocation strategy offers the power to achieve the maximum potential return at any specified level of risk. |
What is Asset Allocation
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| We believe that no single investment style consistently produces superior performance. Our approach solves this problem by creating a properly diversified portfolio. We specialize in managing "large-cap growth" stocks, then allocate the remaining portions of the portfolio to a select group of top performing institutional investment managers who have satisfied our rigorous criteria. Our senior managers personally interview these prospective portfolio managers to assess their investment strategies and scrutinize the component securities of their funds. Only those who demonstrate disciplined styles, exceptional risk scores and reasonable fees are invited to participate in our Managed Active Portfolio Strategy* Program. | ||||
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Asset allocation is the process of
combining asset classes such as stocks, bonds, and cash in a portfolio in order to meet your goals. |
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