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.