Bassett Financial Advisors

Investments

We follow a six-step process when managing investments.

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1

Identify money managers that provide solid risk adjusted returns and performance that have been consistent, repeatable, and sustainable.


2

Combine diversified uncorrelated assets with optimized risk and return attributes.


3

Provide a tactical component which allows management based on current economic conditions.


4

Monitor manager and overall portfolio performance through: Model performance analysis; Asset allocation adjustments; Regular rebalancing as needed to maintain appropriate asset allocation.


5

Assess investor goals to select specific allocations. Monitor investor objectives and needs to keep portfolio on track.


6

One unique portfolio with multiple styles and managers. Ongoing management of portfolio in line with your objectives. One convenient statement with one performance report.


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