Asset Allocation and Portfolio Restructuring
"Asset allocation is responsible for 115% of a portfolio's return, but 15% is lost due to stock picking attempts and market timing efforts." David Swenson, Manager of the Yale University endowment
Asset allocation is almost always the single most important issue to be addressed in the investment process. The investment professionals at Budros, Ruhlin & Roe, Inc. developed The Strategic Investment SolutionTM to help you determine the asset allocation that will be best suited to meet both your investment return and risk tolerance goals.
Since Budros, Ruhlin & Roe, Inc. is an independent investment advisory firm, the universe of investment vehicles is available for our clients' portfolios. These include both active and passive strategies, accessed via:
- No-load (or load-waived) institutional-class mutual funds
- Exchange-traded funds (ETFs)
- Separately managed accounts
- Individual stocks and bonds
- Alternative investments
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