Our Policy Portfolio includes two or three components, Growth, Moderation and when warranted, Opportunistic assets.
The most important decision you and we make is also the most fundamental; what portion of your portfolio should be in Growth and what portion in Moderation. We start with a choice of models of Growth/Moderation relations from 40% Growth/60% Moderation in 10% increments to 80% Growth/20% Moderation. You and we together - after much discussion - decide your initial "macro" portfolio allocation.
Opportunities or Special Situations will take care of themselves.