Ongoing Service
Such is the importance of asset allocation to a clients overall wealth management strategy that, in addition to our periodical reviews, we continually reconcile a clients plan against their risk profile.
In doing this we are, in effect, double-checking our clients positions based on our extensive experience and their tolerance for risk.
Rebalancing Your Portfolio
Rebalancing is a feature of your plan that keeps it reflective of your individuality. While we fully understand the innate desire to keep holding a winning position, it is often this approach that can lead to less than optimum portfolio results.
Our discipline must see past this desire and allow us to sell off the asset class that has performed well with a view to re-investing the profits into a part of the portfolio that has performed less well.
This is effectively a buy low sell high approach which, of course, is the aim of every investor. This process is called rebalancing and it can be instrumental in ensuring that your portfolio and overall plan achieves the objectives set down at the outset.
Your involvement in and understanding of Graham Walker rebalancing process is very important to us. It underpins our commitment to you and your financial wellbeing and we hope that, as a result, you go away better informed and more secure.