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Asset Allocation


Asset Allocation involves diversifying your investments across several asset classes-such as stocks, bonds and cash equivalents-to reflect your particular goals, while attempting to minimize overall volatility. It is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon.

Asset allocation is a key concept in money management. Dividing your money among different asset classes is important because market conditions that can help one asset class to perform well may cause another to have average or poor returns, over the same period of time.

There is no simple formula that can find the right Asset Allocation for every individual. The process of setting investment objectives, establishing weightings for various asset classes and choosing specific investments can change over time and require making adjustments as circumstances dictate. Keep in mind that Asset Allocation does not ensure a profit or protect against a loss.

Because individual investors require individual solutions, we invite you to call us to find out more about your specific tailored needs.  

Our Team

Susan Jerris


LPL Registered Principal 
Email Susan
CA Insurance License #0662706
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Anthony Roble


LPL Registered Administrative Assistant
Email Tony
CA Insurance License #0K61923
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Administrative Assistant
Email Diana