Small Cap Outlook
It's very important for investors to have exposure to small cap stocks as a part of a diversified portfolio. In general, small caps are riskier than their large cap counterparts. They usually are more volatile and more leveraged; however, with more risk comes the potential for greater returns. Join us as we dive deeper.
About The Speakers
Moustapha Mounah, CFA, ERP
Assistant Portfolio Manager
Investment Committee Member
Client Relationship Manager
We understand that preservation of capital and long-term growth are critical to our clients. For this reason, we use strategic asset allocation techniques to create balanced portfolios custom-tailored to meet each individual's investment needs and risk tolerance.
Typical Allocation Range
Equity: 40% - 70%
Fixed Income: 30% - 60%
Cash: 1% - 15%
The Balanced strategy has a target range of 40% - 70% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.
Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.
We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.