Asset Allocation

Asset allocation is the process of combining diversified assets. MainStreet Advisors analyzes numerous combinations of asset classes in order to choose the best allocation in today’s market environment.

Based on our analysis, efficient portfolios are constructed to meet the goals and investment objectives of each client. Recommended portfolios are tested in varying market environments to measure their stability.

MainStreet Advisors develops Strategic and Tactical Asset Allocation Portfolios. Strategic Allocations are long-term targets based on wealth indices and statistical analysis. Tactical Allocations are near-term to intermediate-term targets based on current market conditions.

We recognize that asset allocation is arguably the most critical determinant of portfolio returns. As such, portfolio rebalancing is utilized to position portfolios for long-term growth in alignment with clients’ investment goals and objectives.