Asset Allocation

According to research, asset allocation is responsible for 90% of portfolio returns. That is why it is essential to partner with a consulting firm with both the experience and established relationships to ensure you establish and maintain the optimum balance of investments. Lowery Asset Consulting tailors each client’s asset allocation according to the client’s specific needs and risk tolerance while striving to maximize returns and minimize portfolio volatility.

Lowery determines the most efficient allocation of investments for clients by:

  • Utilizing modeling software
  • Identifying secular trends and market inefficiencies
  • Determining relative valuations of asset classes and styles
  • Ensuring the allocation meets the client’s return & risk objectives

We maintain current views on multiple asset classes. This enables our consultants to identify over- and under-valued markets, spotting potential opportunities both within and outside of a client’s long-term strategic allocation. These views are often expressed in our tactical overlay. Our views are shaped by both proprietary research and market-informed judgment, incorporating the insights of the best money managers and macroeconomists in the industry.

To learn how Lowery Asset Consulting can assist you with Asset Allocation, contact us today.