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The markets are dynamic and ever-shifting. Your clients need more than a "set it and forget it" asset allocation to meet their investing goals. Privately Managed Portfolios (PMP) have the flexibility of a highly Tactical ConstrainedSM Asset allocation that allows us to respond to changing environments.
We'll establish a broadly diversified asset allocation, including target allocation ranges that allow for intelligent, tactical shifts as the economic environment dictates to keep your clients in alignment with their goals and risk tolerance.
Then we'll carefully construct a portfolio of individual stocks, fixed-income instruments and co-mingled vehicles on your client's behalf. The result combines the flexibility and customization of separate accounts in more efficient Unified Managed Accounts structure.
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KEY FEATURES
- Flexible asset allocation ranges that allow for tactical shifts as the investment environment changes.
- A choice of risk management using fixed income instruments or GFAM's Actively Managed Protection service.
- Provides opportunity for gain/loss harvesting.
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