Account Classification: The optimal portfolio of investments requires an awareness of the goal and the level of risk a customer is willing and able to assume to achieve that goal, from extremely conservative to highly aggressive.
Asset Allocation: Once the level of risk is determined, we can allocate assets to create an appropriate portfolio. This process is spreading your money among different markets and is critical to your investment performance as it can substantially reduce risk and may enhance your returns over time.
Allocation among appropriate asset classes will have a major impact on investment returns (90%) over time. We believe the proper role of the professional trustee is to establish strategic asset allocation for the long run based upon client requirements and risk tolerance and to revisit the allocation decision periodically, in light of developments affecting the beneficiaries and the investment markets.
The target percentage in each of the following ranges will vary based upon current circumstances. If you desire our current percentages, please call the Trust Department at (352) 383-2140 or E-Mail us at firstname.lastname@example.org
Trust and Investment Services are:
NOT FDIC INSURED
NOT Deposits of the Bank
NOT Guaranteed by the Bank
NOT Insured by any government agency
MAY lose value