As a Fragasso client, you have access to exclusive content including our quarterly Investment Outlook, which focuses on the markets and other industry insights, and is produced by our portfolio management team. If this is your first time accessing this content, you will be prompted for your client username and password.
The Advisor Magazine, Winter 2018 Edition
One of the most overlooked benefits to having an advisor and an asset manager is their ability to help investors dampen the negative effects of both fear and greed during market cycles. We focus our time not only on security selection, but also on asset allocation: determining the appropriate exposure our clients should have to various asset classes. At Fragasso, we work to maintain a well-diversified portfolio, as we know we cannot time market peaks and troughs.
The Investment Outlook, Q2 2018
The Fragasso Financial Advisors Investment Committee completed their full day off-site quarterly investment review. With careful examination and critical thinking, our committee spent extensive amount of time measuring and analyzing the current market. The following pages address those issues and more with our current portfolio positioning. Regardless of
• Maintain asset allocation in line with objectives.
• Manage portfolio risk and interest rate sensitivity.
• Hedge riskier positions to protect against worst-case scenarios.
• Adjust tactically within market dynamics.
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