|
Portfolio Management
Strategy...
Based upon the Investment Policy Statement, each portfolio
is allocated among three basic components: Cash, Bonds,
Equities (Index & Active).
Multi-Style
diversification is used to further reduce portfolio
risk.
As economic & market conditions change, we
shift our strategic allocations from Index (market overlay) to
Active (size & style) or from Defensive/Hedge to
Aggressive, or vice versa.
SFMG Wealth Advisors
2500 Dallas Parkway, Suite 214
Plano, TX 75093
(972) 960-6460
|
