We help you diversify your assets to strategically mitigate risks, while helping you reach your financial goal.

Want to learn more about how GLSA can help you create an asset allocation plan to meet your individual needs? Contact us today for a free consultation.

Additional Information on Asset Allocation with GLSA

When you choose GLSA, we will recommend certain combinations in order to reduce risk by means of diversification, while simultaneously reaching your financial goals.

For example, the equity portion of a portfolio will have both growth and value stocks in order to capture most of the rise in a market upturn without subjecting the assets to the volatility of a concentrated sector.

The bond portion, which tends to soften a sharp fall in equity prices, may be composed of short and long maturates as well as high and low quality paper. The allocation between equities and bonds is usually the guiding principle. This is determined by comparing the return the investor seeks with the risk he is willing to assume.

We can help you select an allocation plan that is designed with your financial goals in mind and helps you to be conservative – or assume risk – with your investments.

Complements to asset allocation are two programs that have been developed to control extreme fluctuations and enhance returns. They are more fully discussed under the Bond Management Program and Seasonal Equity Program headings. Essentially, what one might consider after determining the appropriate mix of stocks to bonds is adding the timing mechanisms provided by these programs. Your advisor can help you in determining which programs may be helpful for your individual goals.

“I resolve to stop accumulating and begin the infinitely more serious and difficult task of wise distribution.”

– Andrew Carnegie