Balanced Allocation

The Stanford Global Balanced Allocation is designed with relative asset weightings to maximize the risk-return parameters of the portfolio. The goal is to capture the long-term return of equity markets. In this allocation, return is driven predominantly by price appreciation: Equities and alternative holdings are generally increased to provide returns greater than the value of the fixed-income holdings, while the fixed-income holdings serve to dampen the volatility of equity markets.

Balanced Allocation Chart

Our goal is to preserve principal while consistently growing capital by formulating investment strategies that meet your individual financial needs.