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| < Six Steps of Wealth Wisdom |
| Reporting, Recommending, and Reallocating |
Abundance takes a proactive approach in reviewing investment performance with you, as well as discussing any changes in your objectives as they relate to your investment policy and related wealth issues. The continuing execution of your investment policy is a dynamic process based on changing market conditions and personal circumstances, as well as the performance results of the portfolio.
While the investment protocol has held constant over the long term, deviations from the policy will occur. In this event, Abundance will rebalance your portfolio to the desired investment allocation in order to exercise discipline with regard to investment objectives, risk management, and maintaining exposure to undervalued asset classes. Alternatively, when short-term market conditions and evaluations indicate, opportunistic asset allocation redistribution may be appropriate to capture relatively high return expectations in certain markets. It is the ongoing rejuvenation of the portfolio that is a key component to reaching your financial goals and objectives. |
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