Building and maintaining a well-diversified core portfolio is an important process in helping our clients manage risk and reach their long-term objectives. This is particularly true in periods of increased uncertainty and volatility. Traditional investments are a critical element of this strategy. At the heart of our investment philosophy underlies a strong tradition of utilizing U.S. equities and fixed-income investments.
Among equities, and based on a client’s objectives and risk tolerance, we may incorporate large, mid-size or small companies in a client allocation and across a variety of sectors. Further, our search is not restricted to the U.S. only; because we operate in a global economy we may incorporate investments in other developed or emerging economies in different areas of the world.
In addition to equities, we may employ fixed-income in our allocations and based on the specific needs of clients. Purchasing corporate, municipal or government bonds can provide increased diversification and stability to a portfolio as well as address specific income needs.