Investment Advisory Services
To this end, our investment strategy is oriented toward growing capital when equity markets grow and protecting capital when equity markets contract. We believe over the long-term, investments in stocks will out perform investments in bonds which will outperform investments in cash. Of course, investments in stocks bring a higher level of risk than investments in bonds and cash. This understanding, supported by logic and the review of most long-term periods, leads us to the foundation of our investment strategy…Enhanced Asset Allocation. We enhance the traditional Asset Allocation modeling used by most investment advisors in three ways:
1) By incorporating Alternative Investments into the asset allocation, we look for opportunities to enhance return while reducing risk as measured by standard deviation.
2) By engaging active equity managers who have a history and methodology that supports superior relative performance in down markets, we look to reduce the risk in the equity portion of the allocation.
3) By tactically adjusting the weightings in equity asset classes, we look to add additional potential at a given level of risk or reduce risk at a given level of return potential, based upon current economic and market conditions.
Where applicable, we employ The Live Well Sleep Well™ Investment Program
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Harbour Wealth Partners9850 Westpoint DriveSuite 300 Indianapolis, IN 46256 Phone: (317) 579-4844 Or: (800) 735-4146 Fax: (317) 579-4845 |
At Harbour Wealth Partners our goal is for our clients to be comfortable and confident in their investment strategy; allowing them to Live Well and Sleep Well™.