Investor's Wiki

Asset Allocation


What is Asset Allocation?

An investment strategy that attempts to balance risk vs. reward by adjusting the percentage of each asset class in an investment portfolio according to the investor’s risk tolerance, goals, and investment time frame.

At JWM Financial, we use asset allocation strategies to construct your investment portfolio. This allows us to manage your risk more effectively in an effort to produce superior risk-adjusted investment returns to help you grow your assets for retirement, or produce a stable income stream during retirement.