need to be constructed, but also managed.
This is one of the main
activities of a Portfolio Manager. As a result of
prices, bond prices or other assets prices change,
the portfolio asset
allocation may need to be re-balanced.
certain strategies will impact
performance and volatility. This is all part
of managing on a day-to-day basis your portfolio.
prefer to use active asset allocation strategies.
comply with individual client's investment policy
and objectives. we
may use a constant
mix or a constant proportion strategy to
re-balance investments or to maintain original
change the portfolio components or
the components’ proportion within the portfolio
to maximize return
and minimize risk.
are added or deleted to increase performance,
reduce risk or
are built according to client's specific
expectations, and constraints. On taxable
accounts, we manage
portfolios on a segregated basis.
manager remains at all-time your primary contact.