Asset Allocation
Asset Allocation is a time tested strategy that seeks to reduce the risk in client portfolios by diversifying assets across multiple sectors. Chapin Davis believes this relevant strategy should be an integral part of each client’s individualized portfolio. With access to products, analytics and resources; Chapin Davis can evaluate an existing portfolio to implement the proper asset allocation. Asset Allocation strategies may reduce market risks during times of unprecedented events and market turbulence. To learn more about asset allocation strategies and determine if your portfolio is properly allocated, contact one of our experienced Financials Advisors.