Asset allocation involves dividing an investment portfolio among different asset categories, typically equities, bonds and cash. An asset allocation depends largely on your time horizon and ability to tolerate risk.
We take the time to get to know you, your objectives, your time horizon and ability to tolerate risk. Once we determine these factors, we recommend an appropriate asset allocation for you to consider and implement. Once implemented, we develop a monitoring and reporting process that allows you to reach your wealth accumulation and financial management goals.