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Asset Allocation

Asset allocation—the distribution of assets over a range of investment classes—is a key component of the successful management of our clients’ portfolios. Studies show that it is responsible for more than 90 percent of the variability of portfolio performance over time. We tailor asset allocations for our clients’ portfolios based on their risk tolerance, income and liquidity needs, time horizons and return expectations. Using a broad range of asset classes in a portfolio improves our ability to reduce risk and enhance returns. By selecting the appropriate mix of asset classes, we can provide our clients' portfolios with significant downside protection during difficult market environments.