Asset Allocation

Term Definition
Asset Allocation
A method of allocating funds to pursue the highest potential return at a specific level of risk. Asset allocation normally uses sophisticated mathematical analysis of the historical performance of asset classes to attempt to project future risk and return. Asset allocation is an approach to help manage investment risk. It does not guarantee against investment loss.

Phone

Office/Fax (805) 495-2157

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362