Once you and we have chosen the fundamental relationship of Growth to Moderation, we are free to research the alternative assets, alternative strategies and opportunistic assets that help differentiate FCVA portfolios from other advisors’ who use less diverse and less attentive portfolio allocation strategies. That benefits you; your portfolio is designed to increase the growth of capital and provide income — the only reasons you invest — while offering enough diversifying strategies and tactical risk management to allow you to sleep at night knowing your portfolio is in thoughtful hands.
Please remember, this is discussion is about a model portfolio, not a required portfolio. Virtually every client's portfolio will vary in some way from the standard discussed here but all will have the basic tenants of growth with safety so that you may be more likely to have
what you need, when you need it.