February 22, 2018

Investment Planning

Investment Planning - St. Charles ParishImplement a strategic asset allocation to achieve investment objectives based upon risk tolerance, time horizon, liquidity and income requirements. Investment plans should be flexible enough so that tactical alterations can be made as market conditions dictate.

Investment Planning Major asset classes include:

  • Domestic equities (value and growth)
  • International equities (value and growth)
  • Fixed income (short, intermediate and long-term maturities)
  • Alternative fixed income (bank loan vehicles, floating rate notes, high yield bonds, and convertibles
  • Other non-correlated investments (real estate “REIT’s”, M & A arbitrage, managed futures, oil royalty trusts etc.)

“Asset allocation is the process of combining different asset classes and styles of investment management in a portfolio to obtain an efficient risk/return model.”

– Dr. Harry Markowitz, Nobel Prize Winner