Your investments should fit you. If they don’t, you are unlikely to stick with them, and you become vulnerable to the very common mistake of timing the market incorrectly. To help avoid this, your portfolio construction will rely on not only the return objectives that match up with your financial plan but also a personalized risk number.
We believe your portfolio should have a few simple yet key investment principles. With these in place, you will know what you own at all times, what your actual fees are, and have the emotions taken out of your investment decisions.