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.
