We believe a strategic asset allocation aligned to the risk tolerance and return objectives is the key to achieving investment success over the long term. Tactical portfolio investments are only used within the broad strategic framework in most cases. A disciplined and transparent approach has the best opportunity for success.
A suitable return is the objective of most investors. Suitability is typically aligned with the investors risk appetite. Faith and social considerations are also relevant and impactful for certain investors. However, for every investor we deal with we operate under a four-point foundation:
Based on our four-point foundation, portfolios are generally invested with 20% in diversifying strategies. Risk within that framework is also managed using the underlying components.
Trinity rebalances the portfolio from time to time based on the market, investment growth, need to raise cash, investment research, and changes to underlying indexes.