Asset Allocation

You've heard the saying, "Don’t put all your eggs in one basket." Well, that sums up asset allocation. It is the process of diversifying your money among different types of asset classes such as stocks, bonds, real estate and cash. Asset allocation is one of the most basic principles of investing. While it cannot guarantee positive performance, it does help you balance risk and reward, diversify your holdings and plan for the long term.

Asset Allocation Model Portfolios

Our asset allocation model portfolios are designed and managed by the Fund Evaluation Group, LLC, an independent investment advisory firm with more than 20 years of experience. Our asset allocation model portfolios help you build a mix of investments to match your personal goals and risk tolerance. They recommend the balance of investment categories that, based on historical performance, will provide you with the highest expected returns given the amount of risk you're willing to accept.

Once you’ve created your asset allocation model, you should not need to change them in response to short-term market fluctuations because asset allocation options are intended to be long-range investment choices.

Fund Evaluation Group, LLC is not affiliated with UNIFI Companies.