Enduring Portfolio Construction

Portfolio Pie Chart

For investors, maintaining a consistent portfolio construction process may be the single most important strategy for optimizing long-term returns. In that spirit, Enduring Portfolio Construction rests on a foundation of five basic principles:

Put risk first

Managing risk first, returns second allow us to seek a balance between the risk of loss and the risk of losing purchasing power. Use risk parameters as the primary input for asset allocation to manage volatility and minimize the impact of extreme market movements.

Maximize diversification

Consider the broadest possible range of asset classes and investment strategies when creating portfolios.

Use Alternative Investments

Take advantage of alternative strategies and asset classes to lower correlations, temper volatility and pursue new sources of return.

Use traditional asset classes

Seek new and efficient ways to capitalize on the long-term potential of stocks and bonds.

Remain consistent

Maintain a consistent portfolio construction process and stay focused on the big picture, regardless of short-term changes in market conditions.

** Using diversification and asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term.

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