In crafting your investment portfolio, our overarching objective is to help you achieve your financial goals with a constant eye on your tolerance for volatility and other risk factors, as well as the anticipated time-frame/s involved. These and other factors (e.g. tax and creditor-protection considerations) dictate the appropriate asset allocation* strategies and the selection of money managers for each segment of your portfolio.
Most importantly, our investment recommendations are based on what we would do if we were in your situation.
*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.