BCS believes in the principles of asset allocation by diversifying investments across the major asset classes. Mixing these classes helps mitigate risk and provides the best opportunity to capture returns.
When it comes to equities, BCS selects stocks that provide the best prospects for your long term financial goals, looking to maximize return while minimizing risk based upon each client’s specific financial picture, goals, and risk tolerance.
The fixed income portion of a client’s portfolio is also customized. BCS assesses each instrument based on a number of factors to find the right mix for each situation. Consistent monitoring and rebalancing of the portfolio keeps it in line with the objective.