Asset Allocation

INDIVIDUALS
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A history of adding value

Asset allocation is a process where the right investments are selected to meet your needs. It’s one of the most critical keys to long-term investing success. Over the years, our recommendations have added significant value to our clients’ portfolios while protecting against market volatility and unnecessary risk. Time has proven two things when it comes to investment portfolios: various investments perform differently over time; and a well-diversified portfolio can help offset the risks associated with the ebb and flow of the markets.

Building a well-diversified portfolio begins with asset allocation—the distribution of assets among different asset classes, such as stocks, bonds and cash equivalent instruments.

Anchor Bay investment professionals devote a great deal of time to the study and practice of asset allocation, primarily because a diversified investment plan offers many advantages to our clients, including the potential to:

  • Provide more consistent long-term performance.
  • Reduce overall portfolio risk.
  • Smooth over the impact of market volatility.