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Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.

Asset allocation is used to distribute your investable assets among a variety of investment categories. This process will:

  • Reduce overall investment risk
  • Create more reliable investment forecasts
  • Improve the risk/return tradeoff of your portfolio

Accumulation planning also involves the choice of securities for your investment portfolio. Basic securities such as stocks, bonds, and mutual funds. Separately managed accounts, short-term assets, and annuities are also used to optimize your portfolio.

Alternative investments may also be an option for the right investor. One of the premier benefits of alternative investments is diversification, resulting from the inclusion of investments that react differently to the markets than more traditional investments. Managed futures, commodities, oil and gas, tax shelters,  and real estate are all examples of alternative investments.

Some situations require different expertise than typical stock and bond portfolio implementation. These situations usually pertain to employer-related retirement plans and stock options, margin strategies, and real estate exchanges.

Most investors understand that as risk increases, the potential for return also increases. But there is a point for every individual where the level of risk is not worth the potential return. The goal of asset allocation is to provide you with the risk/return scenario that is most comfortable for you.
 
 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Investors should understand that investing in strategies that are non-correlated to the stock and bond markets are not without risk. There can be no assurance that alternative investments will be profitable and will even outperform asset classes correlated to the stock and bond markets. These strategies are not suitable for all investors.



©2017 Parke Avenue Investments . All rights reserved.
Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Parke Avenue Investments is not affiliated with SagePoint Financials or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of WA, OR, ID, CA, MT, AZ, NV, OK, and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.