Value based asset allocation is the discipline of investing your assets based on their long term value. This means that instead of picking cheap stocks and bonds that will make you a quick buck, we recommend mid-range investment choices that will grow steadily. These investments are based on your personal goals and needs.
Cheap stocks come and go, creating the hassle of constantly moving your money around. Value based investments allow you to keep your money in one place and watch it accumulate over time. This asset allocation balances the risk and growth of your investments based on your goals and time frame. Diversification of assets (stocks, bonds, cash, and so on) is a key element of that strategy.
Family & Money Matters creates custom investment strategies that are tailored to your specific needs while also ensuring that they are in line with your values. The process of determining which mix of assets to hold in your portfolio is often personal because it’s based on what works best for you at any given point in your life. Everyone has different priorities and requirements when it comes to financial decisions. We believe your investments should, too.