Pershing
"What happens when a key client asks you to assist someone with insufficient financial assets to effectively implement your model(s)? Perhaps a mixed-target asset allocation fund represents an all-weather, one decision solution."
Article Contributed By:
James Advantage Funds
www.jamesfunds.com
As an investment professional, one of the many services you provide is asset allocation at the portfolio level. After setting your core components in place, you satellite them with hard assets, derivatives, etc.
What happens when a key client asks you to assist someone with insufficient financial assets to effectively implement your model(s)? Perhaps a mixed-target asset allocation fund represents an all-weather, one decision solution.
Oftentimes lumped with balanced funds, which tend to rebalance at the end of time periods, asset allocation funds tactically set their equity, debt, cash, etc. levels looking forward, to meet a stated objective such as preserving capital or maximizing return.
To learn more about one such fund, The James Balanced: Golden Rainbow Fund (ticker: GLRBX), please visit Jeff Battles at the James Advantage Funds booth in the Exhibit Hall or visit www.jamesfunds.com.
Asset allocation does not ensure a profit or guarantee against loss.
The James Advantage Funds’ prospectus contains important information about the Funds’ investment objectives, potential risks, management fees, charges and expenses, and other information and should be read carefully before investing. You may obtain a current copy of the Funds’ prospectus by calling 1-800-99 JAMES. Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)
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