We believe the combination of investments you choose can be as important as your specific investments. The mix of various asset classes, such as stocks, bonds, and cash alternatives, will play an important role in your portfolio's returns.
Each investment class has specific characteristics. Some may be chosen for their growth potential, to provide steady income, or to offer safety as a temporary place to keep your money. Others may involve more risk. Balancing how much of each you should include is one of your most important tasks as an investor. That balance between growth, income, and safety is called your Asset Allocation, and it can help you effectively manage the performance of your account.
Since 1988, Buckman, Buckman & Reid, Inc has been helping our clients build the appropriate asset allocation portfolios to help them achieve their dreams. We have the experience and the products to help you succeed. Any advisory account is managed through our affiliate Buckman Advisory Group, LLC.