The composition of a portfolio can make the difference between success and failure to meet a financial goal. Our first step in developing your investment plan is to pinpoint the right asset allocation mix for you based on your objectives.
Optimizing Risk and Return
The right asset allocation can help to achieve your growth and income objectives while exposing you only to the amount of risk you are comfortable taking. We have designed a suite of six goal-driven strategic asset allocations optimized along a risk and return spectrum. The goals range from high income to balanced, to high growth. Your portfolio manager uses these proprietary asset allocation models as the basis for building an investment portfolio tailored to you.
Portfolio Tilts Take Advantage of Current Market Conditions
Our in-house asset allocation strategists continually evaluate market data, currency fluctuation and asset class performance to recommend overweighting or underweighting asset classes. They take into consideration proprietary research and historical data to develop a forward-looking perspective of the performance opportunities for each asset class.
From there, they recommend marginally increasing or decreasing the percentage of your portfolio in a given asset class. The goal of this market-driven asset allocation tilt is to deliver more consistent returns with less volatility in your portfolio.
Fiduciary Trust's new capabilities brochure provides you with a comprehensive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
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