The accumulation and management of wealth starts with a plan. And at the core of that plan must be an investment strategy. Global Asset Allocation is a method of investing that diversifies a portfolio’s holdings in order to balance risk and reward. Our experienced, knowledgeable advisors believe that the best results from this practice come with deep familiarity of their client’s financial profile, their time horizon, and their financial goals. Because no two people are exactly alike we don’t give out boilerplate recommendations based upon risk profiles or superficial questionnaires. We believe that individual clients are complex and that they evolve over time. Accordingly, our investment philosophy is such that it’s not appropriate to classify an investor’s risk tolerance as strictly “aggressive”, “moderate”, or “conservative”.
Therefore, the portfolios our advisors construct for their clients are as unique as they are. Since we’re a fee-based Registered Investment Advisory firm, we’re not obliged nor compensated to recommend any specific investment product. Instead, we look for cost efficient no-load mutual funds employing a long-term investment outlook. This approach, in conjunction with continual monitoring of asset performance, allows for the implementation of an effective yet flexible portfolio; giving our portfolios the ability to accommodate changes in the marketplace as well as individual investor needs.