We recommend a flexible approach to the management of investable assets. This investment strategy is referred to as a tactical asset allocation methodology. The strategy allows for the re-adjustment of the client’s asset allocation based on our proprietary risk and return analysis of each asset class and individual securities held in a client’s account.
Based on the information provided by a client in the Client Investment Strategy process, we seek to develop an investment plan that is suited to each client’s unique situation. We may review multiple strategies with each client, including progressive diversification, tactical asset allocation, and options utilization, in order to develop investment recommendations that match the client’s performance goals and tolerance for risk.