THE MPAM BALANCED PORTFOLIO STRATEGY

The MPAM Balanced Portfolio Strategy is any portfolio including some portion of both fixed income and growth-oriented securities. The most appropriate asset allocation is determined as stated above, and investment vehicles are chosen in proportions such that the overall asset allocation meets the specific needs of the client. A customized benchmark is created for each client's portfolio, so that performance comparisons are as accurate, realistic, and appropriate as possible. The equities component of a balanced portfolio can be created using The MPAM Long-Only Equities Strategy or The MPAM Long-Short Equities Strategy, and can be combined with The MAPM Options Overlay Strategy as well.

For more information about The MPAM Balanced Portfolio Strategy, please call 805.898.1400, or email us at: info@mpam.bz.

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