The foundation of a successful investment plan.
face it, everyone knows that you shouldn't put all your eggs
in one basket. The problem is, with so many baskets to choose
from, how do you know which ones are right for you? As the
illustration shows, you can diversify your portfolio and still
be in a precarious situation. For that matter, you may have
a diversified portfolio but not realize how risky it actually
is. The solution to this problem is developing an investment
strategy known as STRATEGIC ASSET ALLOCATION.
WHAT ARE THE BENEFITS OF AN ASSET ALLOCATION STRATEGY?
Manage Investment Risk. Diversifying investments across
several asset classes can enhance investment returns and manage
risk in a portfolio. After all, if one asset class has a downturn,
another may perform well and offset declines by posting strong,
Capitalize on Changing Market and Investor Sentiments.
Positive returns are unlikely to be generated year after
year by a single asset class and no investor, no matter how
experienced, can consistently predict the next year's top
performer. A diversified asset allocation strategy may provide
opportunities within many markets and securities.
Gain Focus and Direction from a Personalized Plan. Consider
the value of establishing a long-term investment program that
is appropriate for your time horizon, addresses your current
investment objectives and suits your current tolerance for
different types of investment risk.
HOW IS AN ASSET ALLOCATION PLAN DESIGNED?
To design a proper portfolio you must first determine several
Objectives and Time Horizon - What do you hope to
accomplish? How large an investment window are you looking
at? Remember that this time horizon must include the accumulation
period of the investment as well as the distribution phase.
Return Expectations - What are you reasonably expecting
as a return on investment?
Risk Tolerance - What kind of investor are you? (Conservative,
Moderate or Aggressive)
HOW DO WE DESIGN AN ASSET ALLOCATION PLAN FOR YOU?
It is our belief that successful long-term investing is
accomplished by designing a specific game plan and sticking
to it. We are here to be your coach - to help you make
the best decisions in today's complicated investment world.
By combining our expertise with today's most innovative investment
products and a time proven investment strategy, we feel that
we have created a true win-win investment solution.
To contact us:
Tactical Wealth Advisors, LLP
8226 Village Harbor Drive
Cornelius, NC 28031