The Asset Analyzer II seeks
to outperform a typical diversified portfolio by managing
equity and fixed income exposure via a structured set of
allocations for each of the Conservative, Moderate, and
Growth portfolios.
INVESTMENT APPROACH:
Based on dynamic asset allocation,
the Asset Analyzer II uses a range of five structured portfolio
allocations (overlapping, there are 3 allocations per portfolio)
as the foundation for managing investment exposure and risk.
Using this top-down approach allows allocations to equity
and fixed income securities to be adjusted according to
changes in economic and market conditions. Portfolio adjustments
are made under a quarterly discipline which can include:
allocation shifting, weighting & rotation, fund selection,
and portfolio rebalancing.
PORTFOLIO OFFERING:
The Conservative, Moderate,
and Growth portfolios are illustrated below. Each portfolio
can hold three to six fund or subaccount positions at once.
Our Client Profiler helps to determine which portfolio may
best fit a particular risk tolerance, need, or objective.
Additionally, the five allocations are available separately
as "stand-alone" portfolios.
