Building a Diversified Investment Portfolio

To build a fully Diversified Investment Portfolio, we need to include 14 asset classes. In addition, all told there are 27 investment management styles.

In this process, we are fortunate to have access to global research conducted by many huge firms. (See “Deep Access to Institutional Knowledge”)

Please note that this not a “standard portfolio” to be used by each client, but rather an overall structure as a foundation. The asset allocations within the portfolio of each client should reflect their individual goals and objectives, tolerance for risk (volatility) and time horizons for achieving stated goals. In addition to this diversified portfolio, we suggest that each client maintain sufficient liquid assets with which to meet their living expenses and spending needs for a number of years. Market volatility in recent years has verified the need for clients to avoid selling core long term holdings during down markets.

Periodic reviews and confirmations of client expectations are conducted by our advisors with each client.

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Would you like help filling in the blanks?

For a complimentary 15 to 20 minute web based discussion of your financial situation with one of our Independent Advisors, contact the AFMG Financial Concierge at Concierge@AFGIFG.com or call 800-809-0332.