Asset Allocation & Research

Why Us

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As a valued client of Asset Allocation & Research you can expect the following:

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• Four diversified model portfolios across the full risk spectrum – Cautious, Balanced, Growth and Equity Only

• Tailored solutions – Bespoke portfolio construction services

• Monthly market commentary on current economic conditions and outlook

• Quarterly reviews, detailing performance of the Model Portfolios from the previous quarter and also since inception

• No double layering of fees

• Liquidity and cost focused portfolios that invest into ETFs and other low cost providers

• Diversified portfolios that use a modern portfolio allocation focusing on global equities

• Available in USD and GBP.

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Save on Fees and Costs*

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                                                                                                                                                             *Please note figures are hypothetical.

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Asset Allocation & Research LLC is a registered investment adviser in the state of New Jersey.  Additional information about Asset Allocation & Research LLC is available on the United States Securities and Exchange Commission’s website at www.adviserinfo.sec.gov.