We make investment portfolio recommendations based on a strategic asset allocation model that goes back to a proven Nobel Prize-winning theory. This plays a critical role in establishing portfolio risk and, ultimately, long-term return expectations. We strongly believe, however, that today’s global economy demands us to complement our strategy with tactical asset allocation that corresponds with the ever-changing environment we live in.
Broad Portfolio Diversification
An extensive portfolio diversification is essential to risk minimization; therefore, we strive to diversify on many different levels such as market capitalization, investment style, industry, region, and more.
Although we are very attentive to important economic and related events that may affect short-term investment outcomes, our goal, ultimately, is to focus on long-term results. This discipline and focus enhances portfolio stability and typically leads to stronger and more consistent investment performance over time.
We want to understand and identify our clients’ tolerance for risk at all times and then take steps to minimize that risk while pursuing the investment objectives.
Diversification and asset allocation programs do not assure a profit or protect against loss in declining markets, and cannot guarantee that any objective or goal will be achieved. Financial planning and consulting services offered through Freedom Trail Financial are separate and unrelated to Commonwealth