Biltmore Webinar: Balancing Risk and Return Through Asset Allocation – The Top Down Approach

Biltmore Webinar: Balancing Risk and Return Through Asset Allocation – The Top Down Approach

How does your financial advisor make decisions about the assets in your portfolio?  How do these asset allocation decisions affect the risk and performance of your portfolio? What level of risk tolerance in your portfolio model is right for your needs? The more you know about the various approaches to these choices, the better you will be able to evaluate if the philosophy and approach to your investments is the right fit for your individual situation.
You’ll find the answers to these and other questions in an informative, easy-to-digest webinar series featuring Biltmore Capital’s Chief Investment Officer, Dr. Donald R. Chambers.  Dr. Chambers has taught, researched, written and spoken with regard to portfolio selection for 35 years.
Join us on Tuesday, March 28 at 10 am EDT for the first live, interactive webinar in the series. Dr. Chambers will present Balancing Risk and Return Through Asset Allocation, Part I: The Top Down Approach.
In this webinar you will learn about:

  • -The Top Down Asset Allocation Approach to Portfolios – the biggest single driver of investment performance.
  • -Assessing how much risk you should bear in the search for return.
  • -Selecting a strategy/model from Very Conservative to Aggressive.

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