Slattery/Hruby Group of Merrill Lynch
Oct 21, 2013 10:54AM
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Describe your practices’ investment philosophy. We apply a comprehensive wealth allocation framework to a client’s balance sheet. In the simplest form you could state it as Risk Allocation precedes Asset Allocation. The framework process enables clients to construct appropriate portfolios allocating all their assets, featuring the home, mortgage, and market investments. The resulting frameworks are designed to meet client needs and preferences. The framework brings together Portfolio theory with aspects of Behavioral Finance to overlay a client’s risk exposures on to their balance sheet. The application of our investment philosophy is typically executed within an Advisory relationship.
Slattery/Hruby Group of Merrill Lynch 1044 N. 115th Street Omaha, NE 68154 402-496-5152 fa.ml.com/shgroup