Allocation Architect focuses on how you structure your portfolio, with an emphasis on the specific products and how they interact with each other. It starts with expanding the parameters by diversifying across investment sectors, products, and the actual asset classes themselves, incorporating differing investment styles based on your specific needs.
The Allocation Architect solution aims to optimize portfolio behavior by incorporating the synergistic attributes of capital preservation strategies, traditional investments, income-generating vehicles, and alternative investments. Finally, adding appropriate insurance products helps mitigate the ill effects of adverse life events.
*Investing in alternative investments may not be suitable for all investors and involve special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, potentially illiquidity. There is no assurance that the investment objective will be attained.