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, Aggressive 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, GBP and EUR

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.