Most portfolios are built from a shelf.
Yours shouldn't be.
HI THERE. WE’RE C&Co
Somewhere along the way, the industry decided planning was the job and performance was someone else's problem.
We don't accept that split. A plan is only as good as the portfolio behind it, and we hold ourselves accountable for both.
Curated portfolio strategies for your present and future.
Strategic Asset Allocation
Calls for setting target allocations and then periodically re-balancing the portfolio toward those target goals as investment returns skew the original asset allocation percentages. The concept is closer in philosophy to a "buy and hold" strategy as it keeps the holdings while reallocating, rather than an active trading approach.
Of course, the strategic asset allocation targets may change over time as the client's goals, risk tolerance, and needs change and as the time horizon for major events grow shorter.
Strategic investing is a long-term investment approach where the manager is typically 100% invested at all times regardless of what may be happening in the broad market or the sector/style class the strategy invests in.
Tactical Asset Allocation
Tactical Asset Allocation allows for a range of percentages in different asset classes over short and intermediate time-frames.
These allocations are set at minimum and maximum acceptable percentages that permit the money manager to take advantage of market conditions within these parameters.
Thus, a form of market timing is possible, since the money manager can move to the higher end of the range when equities “risk-on” are expected to do better and to the lower end when the economic outlook is bleak.
Dynamic Asset Allocation
Is a portfolio management strategy that frequently adjusts the mix of asset classes to suit market conditions.
Investing in the best performing asset classes striving to allow investors’ portfolios the highest exposure to momentum and to reap returns if the trend continues. Conversely, portfolios that use dynamic asset allocation reduce asset classes that are trending lower to minimize loss.
Dynamic asset allocation typically exposes a portfolio to multiple asset classes to help manage risk. Portfolio managers may make investments in equities, fixed income, mutual funds, index funds, currencies and or derivatives depending on the manager’s investment methodology. Top-performing asset classes can help offset under-performing assets.
OUR MISSION
Plans don't fund retirements. Portfolios do. So lets see what’s in yours.
