Investments

We model portfolios with each asset class providing unique benefits and risks, tailored to different financial goals, risk tolerance, and time horizon.

Cash and cash equivalents

Key component of an investment portfolio, representing assets that are highly liquid and can easily be converted to cash. Role in Asset Allocation: liquidity, safety, stability.

Fixed income

Fixed income investments primarily include bonds and other debt instruments that pay a regular interest (coupon) over time and return the principal at maturity. Role in Asset Allocation: income generation, diversification, stability.

Equities

Equities represent ownership in a company and come with the potential for capital appreciation and dividend income. Role in Asset Allocation: growth, volatility, income, diversification.

Real assets

Real assets include physical assets like real estate, infrastructure, and natural resources, while commodities refer to raw materials like oil, gold, and agricultural products. Role: inflation hedge, tangible assets.

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777 West Putnam Avenue, Greenwich, CT 06830, EUA