Clients can choose a proactive investment strategy for conservative, moderate or growth objectives. Recommendations during the review process on portfolio reallocations correspond to changes in the economic cycle and trend analysis.

 

Advisor Access

 

Diversification and asset allocation do not ensure a profit or protect against a loss.

Client Risk
And Assessment

Helps client match risk/
return objectives with
long-term cash
flow goals


Portfolio selection
technique

Helps client choose
an investment policy
through risk
management education


Target Allocation
Instructor

Helps client target the
appropriate allocation
and investments for their
investment strategy


Model Portfolio
Comparison

Client receives a
detailed outline to
implement the
target allocation


Market Evaluation
Review

Discuss how current
economic & market trends
affect the dynamic
allocation strategy


Dynamic Implementation
Approach

Execute trades to
implement client’s
dynamic asset
allocation portfolio


The Process
Session Method

Monitor economic
& market trends for
possible dynamic
allocation adjustments