Since asset allocation is a key driver of investment returns, we score each asset class based on macro-economic fundamentals. We then adjust the allocations in each portfolio; we don’t just warehouse assets in static allocations. We utilize a core and satellite approach, allowing us to augment allocations within asset class to exploit opportunity or reduce risk.
Note: Investment advisory products are offered through Twende Asset Management LLC, an Illinois state Registered Investment Advisor. Twende Asset Management LLC is registered to provide investment advisory services in Illinois. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Twende Asset Management LLC is properly registered/licensed. This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.
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