Why Risk-Adjusted Returns are Important

The most important part of an investment return is the amount of risk taken to achieve it. Investors should always be in control of their level of risk. Even if two portfolios achieve the same return, the one that takes less risk to do so is the better option. Improving risk-adjusted returns is a critical factor in successful long-term investing.

We design premium quality balanced investment models that use tactical management and defensive strategies which seek to improve risk-adjusted returns. Our multi-fund portfolios diversify our investments by asset allocation, capitalization, geography, and investment style.We layer in strategies to further diversify our balanced pension-style portfolios. We would be happy to share how we manage investment volatility for you.   

Let’s talk about the level of risk you are comfortable taking with your portfolio.