Investment Management

If buying low and selling high sounds like a sound investment strategy, it’s time to explore the merits of asset allocation. Studies show that an asset allocation policy is often the major determinant of portfolio performance.


The asset distribution in your portfolio will depend on your individual situation and financial objectives. Over time, as your circumstances change, your financial advisor can adjust the weightings in your portfolio to better reflect your goals. Often, your earlier investment years, the smart strategy includes investing a larger portion of your assets in stocks for long-term growth. While past performance cannot guarantee future results, equities have historically outperformed other investment classes.

As you approach retirement age and begin investing more conservatively, you may shift more of your assets into less volatile investments—fixed income instruments based on your risk tolerance.

To learn more about asset allocation and its benefits to your financial future, contact us today at (574) 267-6766.

Asset allocation does not ensure a profit or protect against loss. 

Have a Question?

Thank you!