ASSET ALLOCATION


The process of asset allocation provides a disciplined approach to constructing portfolios that maximizes return for a given level of risk. The expectation is that by combining several asset classes, the resulting portfolio may experience more consistent returns with less volatility than a single investment.

  • Stocks
  • Bonds
  • Cash
  • Commodities
  • Mutual Funds
  • Real Estate
  • International
  • ETF’s
  • Long term approach to diversification
  • Fundamental framework for portfolio construction
  • Create portfolio that can meet client expectations in various economic and market environments.

ASSET ALLOCATION PROCESS


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