Asset Management Services
From Asset Allocation to Strategy Diversification
WealthPLAN Partners has taken portfolio allocation to a new level. We recognized that the Modern Portfolio Theory, introduced by Harry Markowitz in 1952, wasn’t so modern any more.
Our investment strategy, based on Strategy Diversification, takes a more comprehensive look at overall portfolio volatility and the correlation of returns, to put forth a risk narrative in addition to return expectations. Diversifying among Strategy Theme Asset Classes is designed to better address each investor’s needs, while seeking to lower their risk and volatility.
The WealthPLAN Partners Difference:
No strategy assures success or guarantees against loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not eliminate market risk.
Past performance is no guarantee of future results.
Modern Portfolio Theory (MPT) is an asset allocation theory on how risk-averse investors can construct portfolios to optimize or maximize expected return based on a given level of market risk, emphasizing that risk is an inherent part of higher reward. There is no guarantee that it will enhance overall returns. Asset allocation does not ensure a profit or protect against a loss.