Printer Friendly    

Asset Allocation

HOME > PRIVATE CLIENTS > INVESTMENT MANAGEMENT > ASSET ALLOCATION

Implementing an asset allocation program is critical to portfolio performance. Depending on which academic study you reference, anywhere from 85-90% of an investor's return comes from an optimal asset allocation. At Wayne Hummer, we believe our clients need to be properly diversified among stocks, fixed income, and cash. In addition, we also encourage allocation among industry sectors, market capitalization (Small, Mid, and Large), and investment style (Growth and Value), as well as International exposure. Since the marketplace constantly changes, it is critical to work with professionals who are continually informed about how events will affect you. At Wayne Hummer Wealth Management, our professionals have the resources and skills to help enhance our clients' investment portfolios.







Statement of Financial Condition  |  Important Legal Information  |  Investor Disclosures  |  Site Map
Securities and insurance products offered through Wayne Hummer Investments, Member FINRA /Member SIPC  |  Accounts carried by First Clearing, LLC, member NYSE/SIPC
Trust and Asset Management services offered by Wayne Hummer Trust Company and Wayne Hummer Asset Management Company, respectively.
NOT FDIC INSURED  |  NO BANK GUARANTEE  |  MAY LOSE VALUE
© Copyright 2007 Wayne Hummer Wealth Management
menu by opencube