An asset allocation study published in the Financial Analysts Journal in 1991, observed the performance of a number of large pension funds over several years. The results? Asset allocation explained 91.5% of the variation in quarterly total returns among observed pension plans (Gibson, 2000). Investors who don’t account for asset allocation have a giant void in their decision-making process. Vaughn Woods Financial Group has its own proprietary asset allocation program for monitoring every portfolio’s asset allocation relative to one of five different risk allocations. Based on comprehensive research, we dynamically overweight and underweight specific asset classes to best position your portfolio for the different stages of the economic cycle.
Contact us today to learn how our asset allocation strategies can benefit your portfolio.