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.

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