Portfolio Management

All Investments are evaluated and measured against strict performance criteria by our portfolio analyst. We consider your objectives, time horizon, and risk tolerance when providing investment solutions. Asset allocation is the first rule to a balanced portfolio. We help to set reasonable expectations with our clients to ensure their investment goals are met.

We seek to protect and invest our clients' wealth by reducing, where possible, the risk of loss. The best tool at our disposal to do this is asset allocation. Asset allocation means to diversify into different baskets, thereby reducing the effects of a negative market trend that could affect the entire portfolio. By allocating assets over many different classes, we hope to increase our clients' returns since no one investment or asset class always outperforms all others. So, using asset allocation, we hope to :

1. Reduce volatility (risk)
2. Increase potential return

T.D. Waterhouse, Inc.(Institutional) is the custodial for our clients' assets, chosen because of their strength, dependability and broad selection of institutional, no-load or load-waived mutual funds. T.D. Waterhouse gives us the ability to recommend from among 10,000 funds in 45 different categories. Mutual fund investments involve fluctuating returns and values so that an investor's shares, when redeemed, may be worth more or less than their original cost. For more information, including fees and expenses on any fund, ask your Moulton advisor for a prospectus. Read the prospectus carefully before investing or sending money.