Opportunistic Investments: Tactical Diversification, Extra Return
Diversification is an important component of your total investment management strategy. It helps lower the risk of the overall portfolio and can provide opportunities for extra return.
In addition to traditional stocks and fixed income securities, we also make opportunistic investments in nontraditional asset classes that are attractively valued relative to the equity and bond markets.
The decision to invest in these securities is always based on current market conditions, the diversification and return potential to the portfolio, and your risk tolerance.