In other words, there is a Balance.
The Balance of Trade
Investors find themselves faced with a false dichotomy of choices:
The implication being that you must either be one or the other.
Indeed, we focus more on helping you reconsider the weights of your various holdings as opposed to eliminating or adding holdings altogether. In this sense, we are quite different from many traditional asset managers that you might already know or work with. Put differently, in comparison to other financial advisors, we place less emphasis on what you should own, and more on how much you should own of each asset to stay within your risk limits.