Financial Resources

Vanguard’s Principles for Investing Success

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Single vs Multi-Asset Portfolios

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Single vs Multi-Asset Portfolios: A diversified approach to asset allocation in a portfolio provides the investor with multiple opportunities for sources of return while limiting risk associated with individual assets classes. Deploying capital to multiple styles across asset classes provides substantially more desirable risk-adjusted returns for a portfolio over long time periods.

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As U.S. stock prices rise, the risk-return trade-off gets tricky

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Investor Outlook

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Investor Outlook: At GWM we seek a wide range of perspectives in building our investment views used in advising clients. We have a number of long-standing institutional relationships we leverage for forecasting and as a resource to balance our internal thought process. Russell Investments and Vanguard are two institutions that dedicate substantial resources to investment research and forecasting.

Russell 2018 Global Market Outlook –
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Vanguard 2018 Economic and Market Outlook
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Assessing Risk Tolerance

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Assessing Risk Tolerance: A pillar of the work we do at GWM is making sure that our investment approach aligns as prudently as possible with each individual client’s risk tolerance. We invest clients’ money into a range of diversified portfolios with a risk-adjusted return profile that aligns well with individual goals and risk appetite. This presentation seeks to look at risk-return trade-off choices in planning for the future.

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