A tactical
asset allocation strategy calls for investing an array of percentages in every
asset class, meaning you can increase your distribution in a particular category when the stocks are expected to
perform well and decrease it when they're projected to
perform poorly.
Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and
strategy guidelines for individuals and corporations, utilizing portfolio theory and
asset allocation techniques to manage risk and drive efficient return •
Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and
asset protection to create financial plans and develop investment
allocation strategies for high net worth clients