Asset Allocation

Diversifying with Measured Financial allocates your portfolio to meet your financial needs and goals.

How did your portfolio perform during the last two crises?  Most advisors only use mutual funds, stocks or bonds.  Even your annuity is probably invested in a market based fund.  If your advisor is following the common 60/40 investment style, most of your assets are tied to the uncertainty of the stock market.  

How can you add more diversification to your portfolio? You need access to alternative investments that are not tied to the performance of the markets. 


When times are good it’s easy for your portfolio to do well.  But, what happens during a time of financial or ecomonic crisis?  We prepare your portfolio to take advantage of these situations, not be controlled by them.

The Measured Difference

Every asset class has it’s day. Your assets should be diversified so your portfolio is open to opportunities. If your portfolio is invested in the market, you have seen your account ride the roller coaster. The high’s are incredibly high, and the lows are frustratingly low. What do you gain from the ride? Our goal is to provide stability and take advantage of opportunity.  

We are not saying don’t invest in the stock market. Rather we are saying position yourself to take advantage. If your only option is to wait out the most recent crisis, were you truly diversified?

Would you like to meet with one of our advisors?

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