Multi-asset approach

Utilizing the benefits of a multi-asset approach, Harvey Blackwood provides access to a number of high performing model portfolio strategies to accommodate both risk averse and more tolerant investors.

Our model portfolio strategies target key performing regions and diversify positions that balance between an appropriate selection of stocks, bonds and alternative investments.

For your clients' investment needs

Selecting from a range of model portfolio strategies, investors can choose to prioritize fixed income over growth to accommodate a conservative approach. In the same manner, more aggressive investors may opt for a model that seeks long-term growth by positioning capital in a more equity-weighted fund.

Of course, for investors looking to stabilize returns under consideration of risk, balanced portfolio models are available to provide for medium- to long-term needs.

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