Resource Category: Investment Strategies
H&A Investment Strategies: Portfolio Construction
Portfolio Construction is the analytical and disciplined process of building and maintaining individual portfolios with risk and return characteristics that are aligned with each client’s unique needs, goals, and risk tolerance.
DownloadH&A Investment Strategies: Very Conservative
The Very Conservative Investment Strategy seeks current income along with a measured level of real growth of principal and income via investing in a portfolio that is roughly allocated to two-thirds bonds.
DownloadH&A Investment Strategies: Balanced Portfolio
The Balanced Investment Strategy seeks both capital appreciation, as well as a measurable amount of current income and stability via investing in a portfolio that is divided roughly equal between stocks and bonds.
DownloadH&A Investment Strategies: Moderate
The Moderate Investment Strategy seeks real growth in assets, with the secondary goal of providing current income and managing volatility.
Download