Philosophy
Studies have shown that over 90% of the variability in the returns of a portfolio can be explained by the asset allocation policy, with market timing and security selection playing minor roles.
Asset allocation is the process of selecting a mix of asset classes. We work with our clients to maximize asset allocation and to match historical rates of returns to a specified and quantifiable tolerance for risk. Portfolio diversification is not so much about the number of stocks and bonds involved, as it is about the relationships of assets and their relative proportion within the portfolio.
SKWealth employs Modern Portfolio Theory management techniques to focus on the overall composition of the investment portfolio and the specific components of investment analysis, portfolio design, and performance evaluation. Our investment strategies are based on your unique financial circumstances and your risk/reward objectives.
