There are many factors that impact the performance of your investments, and most of them are out of your control. That’s why it is important to have a strategy to help you stand against the ups and downs of the market.
Asset management is the process of developing, maintaining and disposing of assets cost-effectively. The asset management team within a financial firm, such as Lincoln Investment, is dedicated to managing its clients’ assets.
The asset management process can help you achieve that delicate balance between risk and reward. In one comprehensive package, asset management portfolios provide professionally crafted diversification and ongoing asset allocation.
Asset allocation, or choosing a mix of different asset classes in a portfolio, spreads investments across many different types to help increase returns and decrease risk. Research shows that asset allocation is an important focus in developing an investment plan.
Lincoln Investment offers two types of asset allocation strategies:
The portfolio review
One of the keys to building and maintaining a successful investment portfolio whether you are a beginner or a seasoned investor is the annual portfolio review. No matter how the market is performing, it is essential to evaluate asset allocation, assess the performance of investments and select a new investment strategy, if necessary.
Contact us to learn more about asset management or to schedule a portfolio review.