Asset Allocation Management
A tactical approach to asset allocation strategies.
Pro-vi$ion Advisor Group utilizes a tactical approach to diversified asset allocation. Each client portfolio is customized and managed by quantifying their risk score and matching that score to their stated growth and/or income objective.
We will also utilize "alternative" investment strategies when certain market conditions dictate their presence in the portfolio. Portfolio expenses and taxation on portfolio performance are important considerations in our management approach.
Each client receives both a consolidated report on a quarterly basis as well as individual account reporting monthly.