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Portfolio Management
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Portfolio Management


Guest(s): Michael Godwin, CFA and Matthew Karr, CFA of Fragasso’s Portfolio Management Team

Portfolio Management

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Portfolio management may be a term you’re familiar with, but what about diversification?  How does diversification differ from asset allocation?  Asset allocation is different for each individual and for each family.  This may sound complicated, and it can be for the individual investor.  That is why Fragasso has an in-house portfolio management team.  They will discuss the process, tools and methodology used for analyzing and selecting investments.

Listen to this episode for the answers to above questions and many more related to investment strategies.

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Industry insights from the Fragasso team. Our magazine, The Advisor, offers financial industry insights from the Fragasso team on such topics as taxes, retirement and estate planning.

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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