THE AWM BALANCED PORTFOLIO STRATEGY

The AWM Balanced Portfolio Strategy is any portfolio including some portion of both fixed income and growth-oriented securities. The most appropriate asset allocation is determined as stated above, and investment vehicles are chosen in proportions such that the overall asset allocation meets the specific needs of the client. A customized benchmark is created for each client’s portfolio, so that performance comparisons are as accurate, realistic, and appropriate as possible. The equities component of a balanced portfolio can be created using The AWM Long-Only Equities Strategy or The AWM Long-Short Equities Strategy, and can be combined with The AWM Options Overlay Strategy as well.

For more information about The AWM Balanced Portfolio Strategy, please call 805.898.1400, or email us at: craig@craigdallen.com

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