The Mason Companies
  • About Us
    • Company Overview
    • Key Personnel
    • News & Announcements
    • Recognition
    • Career Opportunities
    • Business Continuity Notice
  • Services
    • Services Overview
    • Private Clients
    • Institutions
  • Thoughts
    • Thoughts Overview
    • Investment Philosophy and Process – Private Clients
    • Investment Philosophy and Process – Institutions
    • Research
  • Client Portals
    • Mason Client Portal
    • TD Ameritrade Client Portal
    • Pershing Client Portal
  • Contact Us
  • Search
  • Menu Menu
  • LinkedIn
  • Twitter

Asset Allocation

You are here: Home1 / Thoughts2 / Investment Philosophy and Process – Private Clients3 / Asset Allocation

Asset Allocation

While most investment advisors agree that asset allocation policy is the primary determinant of portfolio return, the implementation of this concept varies widely in practice.  We believe that asset allocation policy requires an investor to answer a few key questions, as follows:

  1. What is my investment objective?
  2. In which asset classes should I invest?
  3. What is the appropriate number of asset classes to include in my portfolio?
  4. What percentage of my portfolio should be allocated to each asset class?

Once asset class targets are set, there are differences of opinion on whether or not there should be some tactical overlay.  An investor who applies a tactical overlay adjusts targets periodically to reflect short-term or intermediate-term projections of economic activity or market behavior.  Alternatively, an investor may follow a “strategic approach” in which asset allocation targets are set and not adjusted for short-term or intermediate-term market considerations.  We follow the strategic approach to asset allocation.  In addition, in order to maintain a specific asset allocation strategy, Mason implements a disciplined rebalancing policy.

Click below for more information about Mason’s approach to portfolio rebalancing.

Learn More about Portfolio Rebalancing

Click below to request more information about Mason’s approach to asset allocation.

Request More Information
  • Multi-Step Investment Consulting Process
  • Spending and Payout Consultation
  • Asset Allocation
  • Portfolio Rebalancing
  • Manager Selection
  • Consolidated Performance Reporting

Contact Us

Washington, DC Area Office:

Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Communications:

info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

Sign up for updates

  • This field is for validation purposes and should be left unchanged.

Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.

All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.

All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.

PRIVACY POLICY

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.
  • LinkedIn
  • Twitter
Scroll to top