Asset
Allocation

Create portfolio that can meet client expectations in various economic and market environments.

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

✓ Long term approach to diversification

✓ Fundamental framework for portfolio construction

Stocks

Cash

Real Estate

ETFs

Bonds

Commodities

International

Mutual Funds

Allocation Process

Strategic asset allocation

Establishes target allocations for each asset class and invest styles based on longer term capital market return assumptions and your risk profile

Active Asset Allocation

Involves the overweighting and underweighting of certain asset classes from their strategic positions as shorter term opportunities present themselves in the market

Investment Disclaimer

Investment advisory is provided by Capitale Investments, LLC, an independent Investment Advisory Firm offering unbiased, fee-based services. The information, opinions and views contained herein have not been tailored to the investment objectives of any one individual, are current only as of the date hereof and may be subject to change at any time without prior notice. Capitale Investments, LLC does not have any obligation to provide revised opinions in the event of changed circumstances. All investment strategies and investments involve risk of loss. Nothing contained in this website should be construed as investment advice. Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit. Capitale Investments, LLC expressly disclaims any liability or loss incurred by any person who acts on the information, ideas or strategies discussed herein. The information contained herein is not, and shall not constitute an offer to sell, a solicitation of an offer to buy or an offer to purchase any securities, nor should it be deemed to be an offer, or a solicitation of an offer, to purchase or sell any investment product or service.