Educational Series: A 4-Minute Deep Dive on Strategic Asset Allocation

In this episode of our In Focus Educational Series, Portfolio Manager, Candis Fitch, CIM®, CIWM, explains the concept of Strategic Asset Allocation (SAA), which is a portfolio strategy for setting targets across various asset classes such as fixed income or equities.

The size allocated to each asset class is determined by understanding a client's financial goals and objectives along with their risk tolerance and capacity. The importance of identifying the proper SAA is emphasized in this Podcast as it will ensure that the investments made in a client's portfolio align with their goals and objectives. Additionally, she discusses asset location as a strategy to take advantage of efficiencies by combining all household accounts and managing them under one SAA to create a more tax-efficient portfolio.

 

DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.