INVESTMENT PORTFOLIO MANAGEMENT

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Defining and Managing Risk

We recognize the importance of helping clients establish portfolios using disciplined risk management.  Your portfolio is evaluated for its blend of asset classes, appropriate diversification, sectors and investment management style.  These factors play an important role in optimizing the risk/reward parameters for your portfolio.  Only after these overall evaluations are made and broad strategies are identified will your customized strategy be implemented.  Once the portolio is in place, our services include regular communication and comprehensive review.  This enables us to rebalance assets and remain focused on achieving your stated objectives.

We believe that a substantial part of risk management is diversification.  We also feel that asset allocation is an important contributor to the performance of your portfolio¹.  An often-cited study from 1991 showed that asset allocation may be responsible for as much as 92 percent of a portfolio's performance².  Experience teaches us that concentration in a class of assets or a style of investing can lead to periods of strong returns, only to be followed with potentially damaging losses³.

To learn more about our Investment Portfolio Management services, take a look at our brochure.  If you feel that these services may be of interest to you, please contact us and we'll let you know what steps are next.

¹ Asset Allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
² Source:  Financial Analysts Jounral, May/June 1991.
³ Past performance is no guarantee of future results.