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Asset Allocation Strategies

You have certain long-term financial goals in mind and you also have a certain tolerance for risk when it comes to investing your money. Asset Allocation should be the foundation of your portfolio that determines the broad risk level of your portfolio in order to match your risk profile. A well-diversified portfolio contains distribution of assets among different strategic asset classes, such as stocks, bonds, and cash-equivalent instruments. Then you can tactically diversify among several more distinct asset classes such as large versus mid or small capitalization equities, domestic and foreign equities, and fixed income with varying maturity/duration, type of issuer and credit quality. Below please find asset allocation illustrations for various investment objectives.



Contact Diversified to help you put your money to work in a portfolio that is right for you.


This material is not intended to provide legal, tax nor investment advice. Diversification and/or asset allocation does not ensure a profit or protect against a loss in a declining market. Investment value will fluctuate with market conditions. Past performance is no guarantee of future performance.