Dynamic Portfolio Strategies
Our Dynamic Portfolio Strategies are offered in three objectives – Growth, Balanced Growth and Income, and Income. Each portfolio plan is diversified across multiple asset classes to support the objectives of performance and risk control. Asset classes considered include:
- Domestic Equities
- International Equities
- Corporate Bonds
- Government Bonds
- Real Estate Investment Trusts (REIT’s)
- Master Limited Partnerships (MLP’s)
- Alternative Investment Strategies
Central to the effort to generate attractive returns at acceptable levels of risk is our trend following momentum-based process that answers two important questions:
What level of exposure should we have to each asset class within the portfolio?
When invested in a broadly defined asset class, which segments or sectors should we focus our holdings in for the best result?
These questions are answered using a formula based process to remove guesswork from the decision making process, allowing us to eliminate the detrimental effects of emotional or subjective decision-making. In short – we measure what is, rather than trying to figure out what might be.
Ongoing monitoring is a daily task to assess relevant risk factors, and periodic adjustments are made as needed to keep the portfolio on target.