Every investor has a different viewpoint of risk. Our approach to the Managed Asset Allocation program (MAAP) is to create alignment with the client’s risk tolerance and their portfolio objectives. We have five models available to suit a broad range of client needs.
The portfolios offer:
Strategic Asset Allocation
Globally diversified portfolios across major asset classes.
Professional Investment Selection
ETFs and mutual funds selected through a process that combines quantitative and qualitative criteria.
Tactical Asset Allocation
We monitor market activity to identify periods in which asset prices deviate from normal patterns. Monitoring of market and economic trends helps inform our decision-making about when to add or reduce risk in portfolios.
Risk Management and Tax Awareness
Advisor Partners actively manages risk, providing ongoing portfolio analysis and monitoring. We are aware of the tax and transaction cost implications of different portfolio activities, and take both into consideration when implementing portfolio changes.