Building a Portfolio

Once a client chooses an asset allocation that they are comfortable with the assets are then classified. This at first glance appears simple as assets can be split into classes such as equities and bonds.

However, these can be further broken down into sub-categories. A client will then have assets with different levels of risk and return resulting in a dynamic portfolio resistant to sudden market deviations compared to a very restrictive portfolio with one or two asset classes.

Differing market sectors have different effects on equities whether they are acquired on domestic of foreign markets. Bonds can be divided into long and short-term classes along with government issued or corporate bonds each with their own risk tolerance levels.

Maintaining a Portfolio

Our advisors are here to provide the best advice possible when it comes to fine tuning your portfolio. Once you have built a strong and varied portfolio, you will want to maintain it.

Market fluctuations and global events can have an effect a your investments. Your portfolio needs to be flexible enough to accommodate these possible changes.

Abney Associates advisors are here to help our clients quantify each investment and to determine each asset value relative to the portfolio. Balancing a portfolio will help you to understand assets that have been stable to those that have under-performed. Our advisors are there to help you make the correct decisions on balancing your portfolio.

In our experience, we understand that the key to a strong portfolio is diversification. A diversified portfolio is the best option for maintaining steady, long-term growth. It also helps to secure investments from the risk of declines in the global economy during the lifetime of an investment plan.