Asset Allocation

Selecting The Right Mix Of Assets For Your Risk Preference

Most experts agree that your asset allocation is the single most important factor in explaining your portfolio’s future return.

Therefore, it’s very important that your asset allocation is consistent with your long-term investment goals as well as your willingness to experience fluctuations in portfolio value. So how do we create the best possible asset allocation for you?

First, we listen to and understand your goals and objectives. Then, we use a combination of quantitative and qualitative assessment to evaluate the impact of different asset allocations. In our quantitative review, JIC creates a customized financial model to evaluate the short-, intermediate- and long-term impact different asset allocations may have. JIC’s qualitative analysis is designed to help us better understand your unique views about risk taking and your willingness to accept portfolio fluctuations.