top of page
AAR.jpg

Asset Allocation & Research

shutterstock_192336935.jpg

Why Us

​

 

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

​

  • 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.

​

Save on Fees and Costs*

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

                                                                                                                                                             *Please note figures are hypothetical.

​

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.

bottom of page