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CMG Product: Asset Allocation Portfolios

Core Portfolios

These are ideal for investors seeking an investment strategy that leverages modern portfolio theory but still has the flexibility to adapt to current market conditions and environment.

Core Holdings

  • Sectors, styles and managers that we believe should be consistently held in most portfolios over longer time horizons
  • Traditional asset classes such as large, mid and small cap equities
  • Domestic and International stocks and bonds

Tactical Allocation Portfolio

The portfolio seeks to provide investors with capital appreciation while limiting the downside risk. It utilizes positions with low and negative correlations to the broad-market equity indices, as well as each other, thereby seeking to reduce potential future portfolio volatility.

Strategy Team:

When traditional core portfolios are combined with a tactical satellite portfolio, historical studies have shown that the combination has resulted in lower total portfolio volatility, greater downside protection and the ability to participate during rising broad markets.

Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

International investing involves special risks including greater economic and political instability, as well as currency fluctuation risks, which may be even greater in emerging markets.

Indexes cannot be invested in directly, are unmanaged and do not incur management fees, costs and expenses.

In general, the bond market is volatile as prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

Sector investing may involve a greater degree of risk than investments with broader diversification. Investments in stocks of small companies involve additional risks. Smaller companies typically have a higher risk of failure, and are not as well established as larger blue-chip companies. Historically, smaller-company stocks have experienced a greater degree of market volatility than the overall market average.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Meet The Rehmann Team

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