Asset Allocation

Asset allocation is the implementation of your investment strategy, which seeks to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to your risk tolerance, goals and investment time frame, with a focus is on the characteristics of your overall portfolio.

Asset allocation is one of the most important decisions we will make together. There is no simple formula, and every asset allocation is tailored specifically to each individual.

Your portfolio performance is the result of two components – the chosen asset allocation, underpinned by investment selection.