Portfolio Management

You need a portfolio management firm with knowledge and experience in resource allocation, skills to rebalance assets, and talent to consistently assess financial markets and take advantage of an ever-changing investment landscape. The Blakeley Group, Inc. team works closely with you in the following areas:
 

Creating a diversified portfolio:

•    Combining assets that do not move in lockstep
•    Achieving solid returns at a controlled level of risk
•    Thinking globally in search of compelling investment opportunities
•    Building a balanced portfolio

Managing a portfolio proactively:

•    Taking advantage of an ever-changing marketplace
•    Increasing our asset weighting in areas where fundamentals and return potential appear unusually favorable
•    Decreasing your exposure to risk where valuations appear unusually high relative to asset value

Designing a tailored investment plan:

•    Customizing your plan to meet your long-term goals and to enhance your ability to withstand short-term setback
•    Helping you understand the implications of embarking on your plan
•    Adjusting your allocation to your circumstances as they evolve over time