First Allied Wealth Management’s balanced planning platform provides your financial advisor with the opportunity to employ a number of different investment options on your behalf. We advocate a conservative approach to investment management, one that tries to maximize your return while mitigating risk to your retirement savings.

A Disciplined Investing Approach

We believe that investment strategies must reflect a core philosophy, leverage the manager’s strengths and adhere to a structured methodology. We also believe that it is more important to manage against losing money than it is to reach for extra return. In other words, we think that the secret to positive long-term performance lies in the ability to avoid lower lows, not necessarily achieving the highest highs.

This thinking is in lock-step with the investment management team at our affiliate company, First Allied Asset Management (FAAM), which designs and manages strategies that feature:

Strategic Diversification: The Essential Building Block

A fundamental risk management technique, diversification is as important as ever. With what appears to be an elevated global risk backdrop for the foreseeable future, FAAM portfolios seek to capitalize on opportunities in a wide array of areas. However, market conditions can and do change, so FAAM does not stop at diversification alone.

Asset Sourcing: Deliberate Portfolio Construction

To achieve a level of diversification that can be effective in today’s complex economic climate, how managers source exposures to the appropriate asset classes and investments is essential in attempting to minimize the negative effects of volatility in order to improve risk-adjusted returns.

Tactical Rebalancing: Identification of Key Themes and Prudent Opportunism

While diversification provides the first line of defense in risk management from a long-term perspective, it is also crucial to understand what positive market themes to participate in, and how to limit exposure to negative ones. And knowing when to act—when to play offense and when to play defense—can be as important as knowing what to do.

How Do You Measure Success?

We believe success is best measured by your ability to reach your goals. Your aspirations, your risk tolerance and your investment horizon are but some of the parameters that provide your financial advisor the information to help you select the most appropriate investment approach for you. Your ideal investment plan may comprise a single strategy or the combination of multiple strategies that together address your specific objectives and provide realistic expectations. This personalized approach must be continually monitored by your financial advisor to maximize your opportunity to be successful.

Important Information

There is no certainty that any investment or strategy will be successful in achieving its objectives.