Creating Your Portfolio

Life is full of choices and so is the investment world.  With so many options and information sources, it is nice to know that there is a firm that can develop an investment strategy to help you secure your future. Whether you need to create a portfolio, consolidate your investments, or need assistance managing your portfolio, we can help.

Your Allen & Company Financial Advisor can create a portfolio analysis to help you develop a strategy to diversify your assets and achieve your investment goals. We can help you identify your risk tolerance and goals and select investments that best fit your individual needs. Your Allen & Company Financial Advisor will also help track your progress and adjust the plan to meet your changing needs and long-term financial goals through regular portfolio reviews.

Portfolio Evaluation

Our portfolio evaluation provides you with a detailed and comprehensive analysis of your portfolio. By combining both qualitative and quantitative measures, your Financial Advisor can determine the rate of return, level of risk and volatility, and amount of correlation among your assets. Your Financial Advisor will also determine if your portfolio’s overall performance is in line with expectations and help discover key performance drivers.

Portfolio Management and Modern Portfolio Theory (MPT)

Your Financial Advisor will use a variety of tools and best practices to develop and monitor your portfolio, including Modern Portfolio Theory (MPT). Using MPT allows your Financial Advisor to maximize your expected return based on an accepted amount of risk by carefully selecting the right combination of assets in the right proportions. Diversifying your investments typically produces a portfolio that has less inherent risk than holding individual stocks without adversely affecting expected returns.

Your Financial Advisor will evaluate and measure your portfolio’s progress and provide you with reporting and other information so you will always know how your investments are performing.