Asset Allocation & Research LLC is a Discretionary Fund Management (DFM) Advisory service.
Asset Allocation & Research LLC removes the typical risk of a Discretionary Fund Manager by providing you with research that can be used, at your discretion, to truly diversify your client’s portfolio’s; based on your knowledge of the client’s risk level and investments goals, while leaving you in control of your clients’ portfolios. You control your client’s investments.
One of the greatest risks to an investment portfolio is lack of diversification; in other words, concentrating all your investments with one fund manager or investment vehicle.
Outsourcing investment management frees you from day-to-day involvement in your clients’ investments, but it means losing control of your client’s money and putting all your client’s money in “one basket” with one Fund Manager. This is the very risk we all wish to avoid.
Taking into consideration the new normal of investment management, Asset Allocation & Research LLC places an emphasis on longer term investment trends underpinned by lower levels of global growth, lower levels of inflation and relatively lower interest rate levels, combined by higher levels of volatility.
In response, Asset Allocation & Research LLC have developed three base risk tolerance portfolios – Cautious, Balanced and Adventurous. On top of this, for those seeking higher concentration within equities, AAR has also developed an Equity Only portfolio.
Due to a shifting investing landscape, we believe in investment strategies that place an emphasis on equity market exposure across all portfolios. Liquidity of the underlying securities in addition to the overall liquidity of the portfolios is paramount. These are diversified portfolios focused on growth and income, covering a range of objectives and time horizons.