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Our Investment Management Philosophy

Client Centered

Asset allocation is the process of developing a portfolio by blending different types of investments in varying proportions. At Medaris Financial Management, we assist our clients in designing an effective personal asset allocation plan using an active risk management technique called tactical asset allocation. The goal of tactical asset allocation is to adjust your portfolio holdings to be more responsive to changing market cycles. Tactical asset allocation does not eliminate risk or guarantee success, of course. And, it does not cure market volatility. But, it may offer a disciplined investor a better relationship between risk and return opportunities.