1919 Investment Counsel was founded on the belief that no two clients are alike. For over a century, we have been delivering services and tailored solutions that preserve, build, and manage wealth. We are committed to helping our clients achieve their financial goals with thoughtful advice.
1919 Strategic Asset Allocation
At 1919 we strive to provide each client with a tailored strategic asset allocation. Asset allocation is the primary determinant of portfolio returns, and as such we believe your asset allocation should reflect your unique goals and objectives. Through the planning process, your dedicated team will seek to understand your situation and ensure that your asset allocation is aligned with those long term goals and objectives.
Designed for Flexibility
We believe your asset allocation should be strategic in nature,
maintaining a focus toward your long-term goals, while also being
flexible to accommodate tactical shifts that reflect our more near
term view on a particular asset class.
Each account or grouping of accounts will have an Investment Policy
Statement that not only reflects goals, objectives, and investment
constraints, but also will have long term ranges for the core asset
classes in the portfolio. This provides your portfolio management
team flexibility in making tactical over and under-weights, while
remaining within an asset allocation range that achieves your
portfolios long term objectives.
The Investment Policy Statement is long term in nature, but can be revisited as needed when circumstances or needs change.
*Includes Inclusive Investing Strategy
Tailored Solutions
Expertise Delivered Through Personalized Service
Tailored Asset Allocation to Your Financial Goals
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Identify needs and goals and assign priorities to them
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Consider tax implications
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Define risk tolerance and time horizon
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Project returns from various asset classes over different time periods
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Assign probabilities to primary forecast and alternative outcomes. Analyze in order to evaluate risks and opportunities
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Avoid extreme positions based on any one outlook
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Balance investments in alternative asset categories to match our assessment of risk/reward tradeoffs
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Create a custom-tailored portfolio
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Tactically adapt guidelines as needed to reflect major trends in the economic and investment environment
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