We manage equity, balanced and fixed-income strategies. Our Wealth Management Professionals will work with you to determine the appropriate investment strategy based on your specific goals, objectives and risk tolerance.
The level of risk ascribed to each strategy is generally defined by the ratio of equity to fixed-income. A strategy with more equity exposure is typically viewed as riskier than one with less equity exposure. However, this is an imperfect assumption because there are various kinds of risk. For example, less equity exposure may reduce the risk of loss due to a decline in equity prices, yet increases the risk of inflation eroding your purchasing power over time. Of course, no investment strategy is free from risk.
The ratio of equity to fixed-income within a client’s portfolio and our strategies is a function of a client’s propensity for risk and the Research Group’s assessment of market conditions.