Focused on You.
A comprehensive approach to investing should not only include diversification among asset classes, but various strategies as well. Accordingly, we use the following approach when appropriate for our clients. And we customize our client strategies with three categories of strategies that can be tailored to their specific objectives.
The diagram on the right highlights three major stages of the investor lifecycle. To find the appropriate portfolio strategy, investors must first determine where they are located within the investor lifecycle and then evaluate their specific risk tolerance and objective. Individual results may vary.
As our investors move from Growth to Pre-Retire to Retirement we adjust their portfolios with them, providing additional portfolio components to complement their new stage.
*No investment strategy, including diversification, assures a profit or protects against loss.