Dynamic Allocation Investment Process™
Our proprietary process is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement the customized financial plan most capable of addressing your needs and risk tolerance in the most economical, tax-efficient manner.
It provides a proactive approach which includes a selling strategy that can help make your portfolio more conservative when we feel conditions warrant it, and help reduce the chances that your portfolio suffers an unrecoverable loss. This process also provides tactical modifications that could allow your portfolio to benefit by emphasizing asset classes that are outperforming (relative strength).
Asset allocation is a long-term strategy designed to help investors achieve their financial goals without assuming undue risk. By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term.
The investments in your portfolio will perform according to the market. Over time, your portfolio’s current asset allocation will deviate from your original target asset allocation. We typically rebalance portfolios on an annual basis to bring them back in line.
Relative strength is a measurement of performance relative to a benchmark or to the rest of the universe. Relative strength can be used to find the strongest trends in a market or to identify the strongest asset classes or sectors in a given universe.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.