Active Asset Allocation Methodology-Portfolio Investing


Web Site: www.LeagueFinancial.com | E-mail: Info@LeagueFinancial.com
        Phone: 1.800.482.5347 | Hours: 10 - 6 PM, M - F, PST

 
The path to financial security has become a complicated maze.  Knowing how to interpret the following types of often conflicting factors, and how or when to act, is becoming increasingly difficult if not impossible for many investors:
    • Differing Regional & Global Economies
    • Taxes
    • Inflation
    • Fluctuating Interest Rates
    • Unpredictable Stock & Bond Markets
The need to diversify your assets while also providing active asset allocations that combine assets that move out of tandem to one another is critical in helping to reduce market volatility and to achieving potentially enhanced returns.

The “Actively Managed Asset Allocation Method" focuses on how much one should invest in making allocations among selected asset classes*, and it has proven itself to be the more effective method among either of two other common methodologies; namely, "Market Timing" (i.e. when to invest and to make changes to investments) and individual "stock selection" (which particular stock/bond/fund is best)**.  Investors need to be aware, however, that asset allocation does not eliminate the risk of fluctuating prices or uncertain returns, any more so than these other methods can.

Similar to the type of active portfolio management that was once available only to large institutions and very wealthy individuals, we offer convenient and affordable ways for our clients to maintain both a professionally managed & well diversified investment portfolio.  Portfolios contain the following features to help address the challenge of sound investing:

    • A choice of several different investment strategies suitable to your level of  risk tolerance.
    • Actively managed diversification and ongoing portfolio monitoring & reallocating.
    • Porfolios include some of the nations most experienced money managers: Janus Capital Corporation, Capital Guardian, Van Kampen.
    • Affordable minimum initial investment:  $10,000, or $1,000 initially with $100 monthly thereafter, or $2,000 in the case of IRA’s.
We would like to meet with you to tell you more about this well designed investment program and how it may fit into your financial portfolio.  Please contact us to receive program materials on this investment including a Prospectus, which should be read carefully before investing or sending any money.  We look forward to discussing this opportunity with you now. 

[*ASSET ALLOCATION: INVESTORS NEED TO BE AWARE THAT NO INVESTMENT PLAN/ASSET ALLOCATION CAN ELIMINATE THE RISK OF FLUCTUATING PRICES AND UNCERTAIN RETURNS; *Source:  Financial Analysis Journal:  Brinson, Singer, Beebower 1994].

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Contact Us Today!  Phone:  1.800.482.5347 / www.LeagueFinancial.com / Info@LeagueFinancial.com


 

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