The design of an investment strategy is a complex process that requires an assessment of both return expectations and risk. Too often, investors plunge forward towards hopes of returns without fully assessing the consequences of certain investments in their portfolio from a risk standpoint. As Destination Wealth Management constructs portfolios, we carefully analyze each individual position on a standalone basis prior to insertion into the overall investment strategy. We then tie together all assets within the portfolio strategy as we construct what we believe to be a prudent allocation plan based on each client’s risk tolerance and return expectations. This complex process utilizing a proprietary tool called Multivariable Analysis or MVA is designed to construct a portfolio strategy that we believe provides the opportunity for long-term investment success. Your individual goals and preferences are key components as we construct the strategy and this attention to what matters to you is an important differentiation at DWM.
HOW WE BUILD YOUR PORTFOLIO