Once objective constraints and risk tolerances have been defined, Abundance will formulate a customized asset allocation that is designed to meet your goals. Risk reduction through diversification is the focal point of our asset allocation strategy. Our asset allocation models have been back tested to guide us in the weightings of various asset classes. Asset classes you may expect to see in a portfolio include:
Government, corporate and municipal bonds
Domestic equities - large cap, mid cap and small cap
International equities
Commodities
Private equity
Hedge funds
Real estate investment trusts
Once strategy and allocation are approved, a time line for implementation of the plan is established to help minimize any transitional tax effects. Allocations are reviewed and compared on an ongoing basis. Should your circumstances or objectives change over time, the policy may need to be amended and assets reallocated. |
