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Asset Allocation & Research


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

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