Harbour Trust - Investment Management Company Asset Allocation
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Security Selection “A Top- down approach”

Determine Strategic Asset Allocation for each client objective using
Macro-economic & Market Indicators.
Perform Sector Analysis to determine allocation among various stock
and bond sectors.
Select individual securities using Fundamental & Technical anaylsis.

 

THE MOST IMPORTANT PART OF A SUCCESSFUL INVESTMENT STRATEGY

Asset Allocation is one of the most important investment tools we utilize to successfully manage investment portfolios over a long period of time. A study of performance of pension funds found that more than 90% of a portfolio’s performance, results from its asset allocation - the distribution of assets among stocks, bonds, and cash.

In the asset allocation process, your account will have a portfolio mix that is determined by your specific needs and risk tolerance. The purpose is to optimize investment return based on given levels of risk. What results is a set of optimal portfolios that appear reasonable based on your unique goals and preferences.

1024 N Karwick Road | Michigan City, IN 46360 | phone: (219) 877.3500 | toll free: (888) 649.8969 | fax: (219) 877.3501