Wealth Management
As risk-averse advisors, we seek to preserve capital through diversification. We believe that asset allocation and security selectionare the most important determinants of investment performance.
By allocating your investment dollars among a carefully chosen mix of asset classes, we aim to help you maximize your return potential while managing your exposure to investment risk.
The following issues are factored into determining an appropriate asset allocation:
- Investment time horizon
- Performance objectives
- Tax considerations*
- Risk tolerance
- Income needs
- Liquidity requirements
In building your portfolio, we may utilize an array of investment vehicles, including
- Individual stocks
- Fixed income securities
- Mutual funds
- Separately managed accounts
- Limited Partnerships
* AdventGeneral does not provide tax or legal advice.
