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The Foundation Of Investment Balance

Optimizing investment yields while minimizing risk exposure requires proper balance between different kinds of assets. Conventional investment balance incorporates two broad categories: Income Assets and Growth Assets.
 

Contemporary investment strategy suggests that assets should be divided into three important classes: Stable Assets, Financial Assets, and Tangible Assets.
 

 
 

The Asset Balance Matrix®

The blending of these two concepts results in a dynamic analytical tool; a two dimensional model we call The Asset Balance Matrix® (ABM).
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We use this diagnostic tool in combination with your age, risk parameters, and investment objectives to create an investment portfolio tailored for your individual needs.



Investment advice and securities offered through Alliance Advisory & Securities, Inc.
A registered investment advisor and broker/dealer. Member FINRA (www.finra.org) & SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org).