|

Investment Implementation

Decisions Aligned with Your Priorities

Adolos Asset Management offers an institutional quality investment platform on par with the major Wall Street firms through our partnership with Schwab, Blueprint, and Orion. This high-quality platform combined with our expertise provides the client with investment management that is tailored and personal.

Implementation begins with selecting the allocation strategies appropriate for each level of risk appetite. We offer the below strategic allocation categories, and we select the most appropriate allocation based upon your tolerance and objectives:

LIQUID
Seeks to provide principal protection by investing in fixed income securities.

Designed for clients who want little to no principal volatility and are willing to accept lower returns in exchange for increased stability.
BALANCED
Seeks to provide portfolio growth with current income by investing in a combination of both growth and income securities in similar weights.

Designed for clients who want capital appreciation with income and portfolio stability.
MODERATE
Seeks long-term capital appreciation with moderate risk. Portfolio is tilted toward growth securities, but income investments are also included to moderate volatility.

Designed for clients who want capital appreciation with income.
GROWTH
Aggressively seeks long-term appreciation with heavy weighting to growth securities, with a modest investment in income investments for diversification.

Designed for clients who want portfolio appreciation, with modest current income as a secondary objective. Appropriate for clients who have a long-term horizon and are willing to take on risk in pursuit of higher returns.
AGGRESSIVE
Aggressively seeks long-term capital appreciation by investing in a broadly diversified global portfolio. Does not seek to provide current income.

Designed for clients who want to maximize capital appreciation over a long term horizon. Appropriate for clients who can tolerate the volatility inherent in growth-oriented investments.
Income-oriented securities
Growth-oriented securities