Our portfolios diversify by asset class, geographic region and currency to help limit the volatility of any one area of the market. We do not allow short-term fluctuations or current events influence our clients’ long-term investment plans.
Making changes in reaction to what the market has done or in anticipation of what we think the market is going to do is a recipe for disaster. An appropriately weighted, broadly diversified portfolio is the responsible way to capture the market returns.