Asset Allocation

Strategic and Dynamic

Monroe Vos uses some of the most sophisticated and comprehensive asset modeling techniques in the industry to customize each client’s investment program.

After an in-depth analysis of your guidelines and objectives – risk tolerance, rate of return needs, cash flow projection, and permissible investments – we use a multi-functional asset allocation optimization model to simulate various combinations of asset mixes. Using various combinations of asset classes, historic risk and correlation of these asset classes and expected returns using various accepted methods, we establish a long-term Strategic Asset Allocation that meets our clients’ needs.