Portfolio Construction

Building a diversified portfolio often entails using a concept called Asset Allocation. This concept can be as simple as buying a portfolio of stocks and bonds or as complex as building an account around industry sector weightings, international securities, alternative investments or other vehicles. In today’s marketplace, there are more options available than ever before and while that creates opportunity, it can also be intimidating for investors. The amount of information available is extremely valuable, but can be difficult to navigate. Differences among the open end mutual funds, exchange traded funds, exchange traded notes, investment advisory programs, etc., can leave you wondering which may be appropriate for you.

Our experienced Financial Advisors, with an average of 20 years’ experience, are ready to help you along the way. While there is no predefined formula for determining a proper asset allocation for a given client, we can help you to determine what portfolio structure can fit within your comfort level with risk. Having someone working for you who has helped investors in bull and bear markets can help you to confidently invest over time. Our Financial Advisors work with clients to construct custom portfolios that are designed to generate wealth over the long-term within the risk parameters of each client. Whether you are just starting out or have a large, diverse portfolio, building wealth and managing it can be challenging without proper guidance. We can help you make sense of the options available and help you build a portfolio customized specifically for you.