Our asset allocation portfolios are composed of low-cost mutual funds drawn from different investment categories. Wise investors know that it's time in the market, not market timing, that results in meaningful returns. There's a huge difference between the assumption of necessary risk and foolhardiness. Our client's portfolios are managed to capture a potential return that is consistent with the risks taken. We monitor developments in world financial markets daily and adjust our client's portfolios accordingly.
Investment return is the reward that investors get for assuming necessary investment risks.
Our goal is to make sure that our clients obtain the rewards to which they are entitled. With thousands of mutual funds from which to choose, assembling a portfolio that fits your needs, personality, and goals is a tough job. Although you're certainly free to invest on your own, most people are either ill prepared to do so or have better uses of their time than to monitor daily movements of the financial markets. Therefore, many investors rely on industry professionals for advice. But professional help costs money, often paid up front.