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 model 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 each of DWM's model portfolio strategies as we construct what we believe to be a prudent allocation plan based on each client's risk tolerance and return expectations.
Our thinking is guided by a philosophy that variables must be assessed as they relate to each other. This assessment of the interaction of disparate variables is designed to help us construct portfolio strategies 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