Bradley Associates: Portfolio Maintenance

Such is the importance of asset allocation to a client’s overall wealth management strategy that, in addition to our periodical reviews, we continually reconcile a client’s plan against their risk profile.

In doing this we are, in effect, double-checking our clients’ positions based on our extensive experience and their tolerance for risk.

Balancing Your Portfolio To Meet Your Needs

Balancing your portfolio is a feature of your plan that keeps it up to date and in line with your goals. At Bradley Associates we completely understand your need to keep on top of your investments. These are in effect your very own family jewels. However over zealous handling of any portfolio can often result in less than optimal results.

It takes discipline to see past this desire, allowing us to sell off any asset that has performed well and at the right time. This must be done with a view to re-investing the profits into a part of the portfolio that has performed less well.

This is a buy low, sell high approach, this is the target that every investor aims to achieve. By re-investing in your portfolio you can maximize its potential. This process is called rebalancing and it can be instrumental in ensuring that your portfolio and overall plan achieves the goal originally set down at the outset.

Your involvement in and understanding of Bradley Associates rebalancing process is critical. It reinforces our commitment to you and your financial health, as a result, you go away better informed, educated and secure in the knowledge your future is in safe hands.