Asset Management 

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Proper asset management is one of the most important investment strategies towards helping Non-Profit organizations reach their investment goals but will also protect against market downturns along the way.

We'd like to work with you helping manage your Endowment assets working toward finnaccilal growth.


Asset Allocation

The concept of diversifying your assets among stocks, bonds, alternative investments, and cash. In fact, diversification is often considered one of the best long-term investment strategies for any market environment. How you divide your money amongst and within these asset classes should be based on a careful assessment of your goals, time horizon for investing and tolerance for risk?  Each asset class comes with varying degrees of risk and investment return will generally depend upon how much risk you are willing to accept.


Why Asset Allocation?

In changing market environments, each asset class may react and behave differently. For example, while one asset rises in value, others may simultaneously decrease. Asset allocation is a direct contrast to the concept of "market timing";  the practice of attempting to time when to get in and when to get out of the market. 


What is the Right Mix for Your Organization?

The right asset allocation mix for your organization will be based on factors such as the investment policy statement, organziation goals, and the overall level of risk the organization is willing to take.  As your financial consultant, our role is to help you assess your needs and long-term goals and then work with you to build and manage a portfolio based on the investment principles.  As your organization needs change, we'll review and make adjustments to your asset allocation mix to make sure you're still on track to pursuing your goals. 


Please remember that diversification and asset allocation do not guarantee a profit nor protect against loss in a declining market. They are methods used to help manage risk.

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk by watching this video clip. 

Contact us today at 248-703-5332 to get started building an appropriate asset allocation mix for you.