Asset Allocation Strategies
Capital Ingenuity can teach you how to build a portfolio

Asset allocation is the process of determining what percentage of your resources to put in each asset classes. Examples of asset classes include, but are certainly not limited to, stocks, bonds, cash, real estate, international securities, commodities, natural resources, and precious metals.

Asset allocation can be further broken down to specific categories within each of the asset classes. For instance, stocks can be categorized by factors such as size, sector, or specific industries within each sector. Bonds can be categorized by factors such as their type, amount of time until their maturity date, and credit rating.

Investors wishing to be adequately diversified should have an understanding of asset allocation strategies and the different asset classes that are available. While there are many different types of investments available, Capital Ingenuity can provide you with the knowledge to understand the choices you have available.

Certain investment accounts, such as IRAs, 401(k) accounts, and certain types of annuities many only have certain types of investments available. In those cases, you may require a different allocation than for accounts in which additional investment alternatives are available. In these circumstances, Capital Ingenuity will help you understand your various options in terms of risk level and upside potential.