Dynamic

As economic conditions change, portfolios should be adjusted to rebalance potential return with inherent market risk. An adaptive portfolio may even be able to reduce the adverse effects of market downturns. Our forward-looking Dynamic Asset Allocation strategy adjusts resources among stocks, bonds, and cash equivalent investments based on their relative, risk adjusted value. Most of our clients allow asset allocations to range from 0 to 100% for all three asset classes. Combining sound stock selection with appropriate allocation adjustments to changing conditions, we maintain dynamic portfolios that are built on the fundamentals of preserving capital while earning competitive returns.