Strategic Portfolios With a Clear Focus!
Strategic asset allocation strategies are designed as a long-term investment solution that focuses on lower fees and long-term market-like returns.
Weatherstone offers strategic portfolios with experienced management that delivers market-like returns through lower fees, meaningful diversification and with a particular focus. Each one listed addresses a specific financial objective and invests directly, saving you money and bringing focus to your unique goals.
ASSET ALLOCATION
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If market conditions warrant, this strategy maintains the flexibility to overweight or underweight either portion. The equity portion of the strategy is a non-diversified strategy that invests in style and sector specific mutual funds that have the potential to outperform similar investments over an intermediate-term basis. If there are not any favorable investments this portion may use “bear” funds or move to cash. The income portion has the flexibility to be allocated into any taxable fixed-income asset class which could include; high yield corporate bond funds, government bonds, domestic and international bond funds, TIPS, and others. In negative market conditions the fixed income portion of the portfolio can move to cash or utilize inverse bond funds.
ASSET ALLOCATION
Please click here to review complete disclosures related to the asset allocation diagram.
All investments assume some risk. It is not feasible to expect that risk to principal can be completely eliminated from any investment, including mutual funds. This program seeks to have a high reward to risk ratio. Capital preservation and consistent returns are the major driving forces behind the program.
ASSET ALLOCATION
Please click here to review complete disclosures related to the asset allocation diagram.
ASSET ALLOCATION
Please click here to review complete disclosures related to the asset allocation diagram.
ASSET ALLOCATION
Please click here to review complete disclosures related to the asset allocation diagram.
ASSET ALLOCATION
Please click here to review complete disclosures related to the asset allocation diagram.
ASSET ALLOCATION
Please click here to review complete disclosures related to the asset allocation diagram.