Throughout all cycles of the financial markets and regardless of your investment objectives, a well-devised and executed asset allocation strategy is central to helping you pursue your long-term goals. Asset allocation is at the core of asset management and involves spreading your investments across several asset classes—such as stocks, bonds, and cash equivalents—to reflect your particular goals.  Asset allocation allows your portfolio to participate in a variety of market sectors while potentially minimizing overall volatility.  Keep in mind that asset allocation doesn't ensure a profit or protect against loss.

The goal of a custom designed portfolio is to help pursue an optimal blend of investments tailored to your personal goals, time horizon and risk profile.  This process encompasses setting investment objectives, establishing weightings for various asset classes, choosing specific investments, and making adjustments as circumstances dictate.