We are committed to asset-class investing. In practical terms, this means we allocate your assets among a mix of asset classes to achieve an appropriate balance of risk and reward.
Three critical factors
In determining the optimal asset allocation for your portfolio, three factors are critical:
- Your needs and goals
- Your time horizon
- Your risk tolerance
With these in mind, we build globally diversified portfolios, allocating your assets to pursue optimal returns while attempting to cushion the effects of volatility.
An investment resource we use extensively, Dimensional Fund Advisors, is a leader in applying compelling academic research to practical investing. Download DFA’s presentation, “Pursuing a Better Investment Experience” to learn more. (PDF)