Our adaptive asset allocation approach emphasizes that these strategies are tailored to individual goals and risk tolerance.
Strategically tailored investing
Investment Strategies Disclosures
Investment Strategies Disclosures
At Madelor, we construct portfolios and define investment objectives using asset allocation principles and strategically timed adjustments. We are fortunate to have a team of experienced research analysts who conduct thorough, detailed research. Our allocation philosophy is dynamic and evolves with market conditions and changes in the economic environment to ensure portfolio allocations are not static and responsive to client needs.
Conservative:
If you're cautious and prefer generating income and preserving capital, you might look more heavily to bonds (government or corporate). A typical portfolio allocation could be as much as 70-80% invested in bonds and 20-30% in equities.
Balanced:
For those seeking a balance between income and growth with moderate risk tolerance, a more even-handed approach could be around 50-60% invested in bonds and 40-50% in equities.
Growth:
If you're willing to accept a higher level of risk, have a longer investing timeline, and want to see capital growth, a much higher exposure to equities would be appropriate. 60-100% of funds invested in equities would be a typical allocation.
Income-Oriented:
Investors looking more for income might heavily favor bonds, with only a small investment in equities, if at all. Bonds may constitute 80-100% of the total portfolio.
SRI:
SRI portfolios undergo additional screening based on social criteria, such as sustainability, environmental impact, and corporate diversity, and may occasionally disregard opportunities to invest in specific industries, sectors, or companies that would be present in unrestricted portfolios, which can result in underperformance compared to unrestricted portfolios.
It's important to note that these strategies are not appropriate or suited for all investors, as individual goals and risk tolerances vary.
