More than timing or the specific securities you invest in, studies have shown that the way in which your assets are allocated in stocks, bonds, and cash and how they are rebalanced drive your returns.

 

Most investors focus on individual security selection and often overlook the importance of asset allocation to their portfolios.  Yet, according to several academic studies, 90% of portfolio variance is determined by how your assets are allocated, so it is one of the most important decisions any investor can make.  It also underscores the importance of relying on a disciplined investment process with asset allocation strategy at its core.

By implementing a systematic, global allocation of investment dollars, participants can help themselves reduce the risk within their overall portfolio while maximizing the returns they can expect to receive. The flexibility of the platform enables you to leverage the investment expertise of New Frontier Advisors, an investment management fiduciary, on your plan.

ASSET ALLOCATION

Asset allocation cannot ensure a profit or protect against a loss