2320 14th Avenue SE
PO Box 968
To further assist you in pursuing your financial goals, we’ll seek to ensure your investments are properly diversified with an asset management strategy. Diversification, dividing your assets among different asset classes, is often cited as one of the best long-term investment strategies for any market environment. Your investment objectives, time horizon and risk tolerance will drive your asset allocation and help determine the right balance for you. While using asset allocation methodology does not guarantee greater or more consistent returns, or insure against loss, we’ll work with you to help build a personalized portfolio based on proper asset management strategies.
All investing involves risk including loss of principle. No strategy ensures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Asset allocation does not ensure a profit or protect against a loss.