Asset Allocation

Asset Allocation

Customized Portfolio Construction

Every investor has different priorities when it comes to asset allocation. That’s why we offer customized services that are dedicated to helping you meet your goals and protect your investments while balancing risk and rewards.

Asset allocation helps you pinpoint your goals and then allocate funds to try to reach those goals, in the most intelligent manner possible, while taking your tolerance for risk and timeframe into account. You might choose strategies that incorporate greater risk in order to meet your goals of growth. We will help you allocate your assets accordingly. On the other hand, you might prefer a more stable approach to investment, and we can help you place your assets with less risk. At Levin Funding Group, we work with each investor to help you allocate your assets in a way that feels smart and satisfying.

Savvy Strategies for Asset Allocation

Managing your business, your taxes, your investments, and your retirement can be overwhelming and complex. Understanding how to keep up with all of your financial responsibilities while remaining aligned with your overall financial goals is a task that most cannot accomplish alone.

As an investor, you have a variety of options when it comes to your assets. Your goals, investment timeframe and risk tolerance are the three keys to take into consideration when it comes to asset allocation, recognizing that each of these three can shift over time. Setting a regular time for review with your advisor and examining your assets following any significant life change can help you stay on track when it comes to your investments.

Following are three options to consider when determining where and how to invest your funds:


While they are generally characterized as having a higher level of risk, stocks have reported higher returns, while outpacing inflation, than any other asset class over the long term. With that said, that does not mean that stocks, which provide an ownership stake in a particular company, are a guaranteed long-term investment and past performance can’t predict future returns. If you have a longer investment timeframe and a higher tolerance for risk, you might look to stocks to lead your portfolio.


Offering lower risk when it comes to marketplace fluctuations but higher risk in terms of keeping pace with inflation, bonds represent a loan made to a company. If your risk tolerance is low to moderate and your timeframe is longer, bonds can provide a good investment option.

Money Market

More stable and secure than stocks and bonds, money market instruments are another investment option with lower risk and lower historical returns; these instruments can be ideal for those with a low risk tolerance and moderate goals of growth.

At Levin Funding Group, we work with each investor to help you allocated your assets in a way that feels smart and satisfying.

Diversify, Diversify, Diversify

Even if your risk tolerance is high, diversification is a smart strategy to help you reduce or distribute risk as you allocate your assets. Diversification spreads risk out as your investment portfolio encompasses different instruments and options. If one of your stocks or the stock market in general, for example, is struggling, you can still enjoy a good quarter based on your other investments. Again, we can help you diversify your portfolio to meet your goals of growth, stability and long-term success.

We can help you find the perfect strategy for you and your goals.

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