The genesis of a coordinated asset management portfolio begins with an Investment Policy Statement (IPS). Tactical and strategic asset allocation guidelines along with additional risk management considerations are the hallmarks of this planning instrument. It will define a disciplined approach in managing your investable assets.
The IPS provides the framework from which you and your portfolio manager will agree on how you assets should be properly and prudently governed. While tax-efficiency is always a priority, the IPS should be reasonable and actionable in carrying out your intended investment strategy. Risk-adjusted performance is paramount in sustaining a healthy long-term asset management portfolio.
Your investable resources may include a variety of the asset classes in order to effectively reduce correlation or improve diversification. Given your risk tolerance, time horizon, tax situation and personal circumstances, your allocation of financial and real assets and will be unique.
If interest rates rise quickly, are your assets positioned to withstand this type of volatility?
Given the nature of your investment income and tax situation, is an AMT-Exempt strategy better for you?
Will the cyclical bull market continue? Has it run its course? How do you position yourself to mitigate the downside risk embedded in your portfolio?
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