Asset allocation manages both risk and return. It does this by investing in equity, bond, and money market funds in set proportions. Investments are further diversified in investment strategies into more specific categories. This produces an average rate of return with a blended risk. Each strategy has its own unique risk/return profile.
Though each strategy manages risk, it does not eliminate it. There is always a possibility of loss when there is also a possibility of gain. Generally, an asset allocation strategy provides results over time that are consistent with its objective. Mr. Fertman began his financial career at Dean Witter before its merger with Morgan Stanley.
Though each strategy manages risk, it does not eliminate it. There is always a possibility of loss when there is also a possibility of gain. Generally, an asset allocation strategy provides results over time that are consistent with its objective. Mr. Fertman began his financial career at Dean Witter before its merger with Morgan Stanley.
Services
Bryn Mawr Wealth Management LLC never has actual custody of client funds. However, clients authorize limited powers that allow us to make investments, and that gives us the capacity to bill fees. TD AMERITRADE INSTITUTIONAL is our custodian for client accounts, and provides all investment services, generates account statements, trade confirmations, and provides a client accessible website.
Growth & Income: Typically between 40%-75% is invested in equity funds, and a minimum of 25% in bond funds (including any cash). The primary objective is an appreciation of the principal. Bond funds generate income and reduce overall risk. The investment time frame is at least 7 years. This strategy has a market volatility.
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