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Designing an Investment Strategy Asset Allocation

Designing an Investment Strategy
Your individualized strategy consists of several steps, the first two of which largely define a portfolio’s risk/return characteristics:

1. Determine which asset classes will be represented in the portfolio.
2. Establish the long-term “target” weighting of each asset category in the portfolio.
3. Specify the range within which the allocation of each asset class can be altered in order to enhance performance.
4. Select securities within each asset category. The primary requirement for selection is that the security is truly representative of its asset class. Using a mix of passive and actively managed mutual funds, we screen for asset class consistency, tax efficiency, fees and expenses, and risk-adjusted performance relative to benchmark and peers. Individual stocks and bonds may also be included.

Once an investment strategy is in place, periodic rebalancing is necessary.

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