Once your objectives have been fully discussed, the investment process begins based on the following principles:
Asset Allocation creating strategies with appropriate diversification among asset classes and styles.
Portfolio Design seeking returns in excess of equity, fixed-income and alternative asset benchmarks.
Investment Manager Selection and monitoring performance.
Portfolio Construction and Management using investments with complimentary objectives.
Reducing tax obligations through year-round Tax Management - helping clients keep more of what you earn.
Risk Management to align each segment’s objectives with that of the overall portfolio.
Note: Diversification may not protect against systemic market risk.
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.