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Investment Management

If you are one of the many Americans who believe your best investment strategy is to buy low and sell high, you may want to explore the merits of asset allocation. Studies of some of America’s major pension funds have shown that an asset allocation policy is the major determinant of portfolio performance.

The asset distribution in your portfolio will depend on your individual situation and financial objectives. As your circumstances change over time, your financial advisor can adjust the weightings in your portfolio to reflect your goals. For example, in your earlier investment years, you will probably want a larger portion of your assets invested in stocks, for long-term growth. Although past performance cannot guarantee future results, equities have historically outperformed other investment classes. As you approach retirement age and start investing more conservatively, you may want to shift more of your assets into less volatile investments, such as fixed income instruments based on your risk tolerance.

If you would like to learn more about asset allocation, and how it might benefit you, contact us today at 574-267-6766. Together, we can explore how asset allocation can help you pursue your long-term goals.

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