RISK By building a portfolio that is appropriate with a client's attitude toward risk, we empower the client to remain invested for the long term. While no one enjoys experiencing down cycles, a portfolio that properly factors in risk will help a client manage through the inevitable up and down periods of the market.
REBALANCE Whether your equity or bond positions increase or decrease in value, we rebalance your portfolio annually to adhere to proper class allocations. Rebalancing results in selling assets that have performed well and are trading at a high price, and buying assets that are out of favor and comparatively inexpensive. This process can enhance a portfolio's return over time.
MONITOR We annually review each fund's performance to compare their performance with other funds in its asset class. Funds may alter their holdings or change management, making them no longer appropriate for a particular portfolio. An increase in fund fees could result in a fund becoming inconsistent with our low cost investment strategy.
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