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[rounded] Investment Approach

Philosophy

Process:

Step One

Step Two

Step Three

Step Four

Step Five

Step Six

Management

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Investment Products:

Not FDIC Insured
No Bank Guaranty
May Lose Value

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Investment Approach—Process

Step Two—Establish Long-term Investment Strategy

Risk Spectrum Chart

After developing an understanding of the client and their situation, we discuss and recommend a long-term strategy that involves selecting the appropriate broad asset allocation – how much in stocks, bonds and stable investments. The risk and return expectations for the selected strategy are communicated to the client for review and approval. The strategy is documented in the form of an Investment Policy Statement.

We have constructed six core, diversified investment strategies that range from conservative to aggressive. The potential range of allocations to stocks for each of these portfolio strategies is presented below:

Asset Allocation in Six Core Strategies [chart]

 

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