Our Approach To Asset Allocation
Our asset allocation strategy recommendations are particularly detailed, based on continual testing of asset combinations to determine which combination of classes, styles, maturities, and geographic diversification have a high likelihood of producing a portfolio with the desired risk and return characteristics.
- For growth assets, we consider investment style (growth and value), market capitalization (size), and geographic diversity resulting in multiple equity categories covering domestic and major international markets and real estate.
- For income assets, we consider credit risk, maturity diversity, geographic diversity and currency risk in developing a detailed income asset strategy.
- For alternative investments, we look for those asset types that will provide unique diversification or stabilizing effects on the portfolio. Our recommendations here focus on investment vehicles with proven long term track records. We don’t chase trends.
The goal: a disciplined approach, based on careful evaluation that can be consistently followed in both stable and volatile markets with confidence.