Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given appetite for risk1. Asset allocation does not ensure a profit or protect against a loss.

We work hard to ensure that we clearly understand our client's goals for a particular accumulation of capital along with a how they think about risk and uncertainty.  From that foundation, we select an asset allocation specifically designed to match those risk/return objectives.  We then populate that asset allocation with individual securities or alternate investments selected to provide the return potential, diversification, volatility management and tax management consistent with the client's objectives.

At Arete Advisors with have access to a broad range of brokerage strategies, advisory & private client services platforms and separately managed accounts to address our client's goals.  In designing, implementing and managing our client's portfolios we rely on the insight and guidance of a number of experienced institutional portfolio strategists.

1 Investopedia