Effective asset allocation focuses on aligning a portfolio’s composition with the investor’s objectives, in our opinion. Each asset class may behave differently, depending on market conditions, due to their unique risk and return profiles. We believe blending various asset classes together forms the basis of a sound investment plan, setting the stage for long-term growth.
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Client Questions | December 10, 2024
Asset Allocation
By Francesca Lanza
Associate Portfolio Manager
Effective asset allocation focuses on aligning a portfolio’s composition with the investor’s objectives, in our opinion. Each asset class may behave differently, depending on market conditions, due to their unique risk and return profiles. We believe blending various asset classes together forms the basis of a sound investment plan, setting the stage for long-term growth.