Custom Portfolio Strategies

Balanced Portfolio

The balanced portfolio combines our stock and bond strategies and seeks to provide a lower risk, more predictable return option for our clients. High-quality fixed income has been shown to be the best diversifier of risk in periods of stock market weakness. Our balanced account asset allocation is customized to meet our clients’ objectives. The mix of stocks and bonds will typically be the most important decision in terms of risk and returns over time. Equity and Fixed Income research teams work with the portfolio manager to establish an asset allocation which attempts to properly balance the clients’ goals and objectives, and secondarily, the firm’s outlook on capital markets.