Asset AllocationA fundamental concept in portfolio management in which an investment adviser determines the investment profile for a client, including their risk tolerance and time horizon, then uses this information to split the client's funds between appropriate classes of investments. As relative movements in the market for the various asset classes change the mix of assets in the portfolio over time, the adviser must rebalance the portfolio
Welcome to our Legal Directory Legal & Compliance, LLC is a national corporate and securities law firm that focuses on the specific needs of OTCBB and Bulletin Board Companies. Focus areas include but are not limited to: Contact us immediately for a complimentary initial consultation. Laura Anthony, Founding Partner
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