Investment Strategies

Explore your asset allocation options

Our conservative investment strategies are designed to increase the prosperity of our clients. Customized portfolios reflect clients’ individual needs – and empowers them to achieve their aims. Our strategy is adapted to protect assets and provide steady income growth while eschewing speculative or volatile investment options.

Asset Allocation Calculator

Select a profile that's right for you. The profiles below will help you tailor your allocations to align with your risk tolerance.

Conservative

Typically, a conservative investor is:

  • cautious or a first-time investor
  • primarily focused on portfolio stability and preservation of capital
  • will need the money from their investments in five years or less
  • has a medium investment time horizon and seeks a growth potential that can compete with inflation concerns
  • someone with a portfolio that primarily consists of investments in cash and bonds

Balanced

Typically, a balanced investor is:

  • looking for a balance between portfolio stability and portfolio appreciation
  • willing and able to accept a moderate level of risk and return
  • an investor focused on growth but looking for greater diversification
  • someone with a portfolio that primarily includes a balance of investments in bonds and equities

Growth

Typically, a growth investor is:

  • primarily focused on pursuing portfolio appreciation over time
  • usually an experienced equity investor
  • can tolerate market downturns and volatility for the possibility of achieving greater long-term gains
  • someone who won’t need the money from their investments for 10 years or more
  • someone with a portfolio that has exposure to various asset classes but primarily invested in equities

High yield

Typically, a high-yield investor is:

  • primarily focused on pursuing above-average portfolio appreciation over time
  • someone who can tolerate higher degrees of fluctuation in the value of his investments
  • someone with high return expectations
  • someone who won’t need the money from their investments for 15 years or more
  • someone with a portfolio that has exposure to various asset classes but will be heavily invested in equities
At year 10, 3.7% of portfolios are losing money.

BOND CURRENCY PORTFOLIO



Expected Range of Return

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Risk Management

Sectoral Structure

Geographical Structure

When money realizes that it is in good hands, it wants to stay and multiply in those hands