Asset allocation is an investment strategy that balances risk and growth based on investment goals and time frame. Diversification of assets (via stocks, bonds, cash, and so on) is a key element of that strategy. The process of determining which mix of assets to hold in your portfolio is often personal and 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. Family & Money Matters creates custom investment strategies tailored to your needs while ensuring that they are in line with your values.