
Asset Allocation Planning
Canterbury's approach to asset allocation is strategic rather than tactical. It is designed to achieve our client's goals through long-range planning,
not market timing. Canterbury's approach begins with gaining a thorough understanding of the use of funds over both short and long-term time horizons,
and then we focus on the asset classes to be considered.
Canterbury considers all asset classes in both traditional and non-traditional or alternative categories as it relates to the return
objectives and risk tolerance of the client. Various combinations of asset classes are then analyzed to determine an optimal mix likely to meet those
objectives within an acceptable level of volatility. We look at best and worst case scenarios as well as "expected" outcomes in order to provide our
clients with all relevant information in order to make the important asset allocation decision.
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