Choosing Investment Strategies That Will Repeat Positive Return Patterns In the Future

By Chief Investment Officer, Chuck Self on May 9, 2017

In my previous post, Providing the Correct Pattern of Returns for Your Clients, we discussed how the financial turmoil and opportunities during the past seven years resulted in advisors’ clients abandoning their prescribed investment program due to fear and/or greed.

Experience and studies show us that equities is the best asset class for clients over the long run.  But very few clients can tolerate the volatility of a portfolio with a large equity allocation.