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The chart above is standard in our quarterly reporting analysis. It identifies a Client's model asset allocation versus the current portfolio
adjusted for market valuation and risk parameters. Trigger limits are often set by the Client and EFA to take the emotion out of
the asset allocation decision.
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(Note: This chart, its presentation and underlying mechanisms are proprietary,
copyrighted assets of EFA.)
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| Asset allocation drives performance...but it is not a static variable in any time horizon. |
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| Whether we are advising or managing your account, each of our asset allocation
models is based on your unique needs, risk tolerance
and time horizon. However, as relative market valuations change, your allocation should change
to take advantage of current conditions and pricing. |
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| Some of the features we offer are: |
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Dynamic asset allocation models that change based on relative market valuations |
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Pre-determined allocation rebalancing that takes the emotion out of asset allocation
decisions |
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Automated notification of asset allocation model shifts |
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Alternative asset allocation methods to increase diversification and decrease
market correlations |
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| Click on the links below to find out more about our product and service advantages: |
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