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Leetown Advisors offers comprehensive investment management services designed to meet the unique needs of each client. Our approach combines strategic and tactical asset allocation with low-cost index funds to create diversified portfolios that are aligned with our clients’ financial goals and risk tolerance.
Strategic asset allocation is the process of dividing an investment portfolio among different asset classes, such as stocks, bonds, and cash. The goal of strategic asset allocation is to create a portfolio that has the potential to generate long-term returns while minimizing risk.
We use a variety of factors to determine a client’s strategic asset allocation, including age, risk tolerance, time horizon, and financial goals. We also consider the current market environment and our outlook for the future.
Tactical asset allocation is the process of adjusting a portfolio’s asset allocation in response to changing market conditions. The goal of tactical asset allocation is to take advantage of market opportunities and reduce risk.
We use a variety of technical and fundamental indicators to determine when to make tactical asset allocation changes. We also consider the views of our investment committee, which is composed of experienced investment professionals.
We use low-cost index funds to implement our investment strategies. Index funds are passively managed funds that track a specific market index, such as the S&P 500 Index. Index funds have lower fees than actively managed funds, which can lead to better long-term returns.
Our investment process is designed to help our clients achieve their financial goals. We begin by getting to know our clients and understanding their unique needs and goals. We then develop a customized investment plan that is tailored to meet those needs and goals.
We regularly monitor our clients’ portfolios and make adjustments as needed. We also provide our clients with regular updates on their portfolios and the market.
