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Achieving long-term, risk-adjusted returns starts with a sound asset
allocation policy. Studies indicate that approximately 90 percent
of the variability of returns stems from asset allocation, leaving
only 10 percent of the variability of returns due to security
selection or market timing. As described in our step-by-step
approach, how your assets are divided among various investments will
be determined based upon your objectives.
Servant Financial's investment process involves assigning each
client a risk metric. Based on our assessment of your risk profile,
you will be assigned to one of the following risk metrics:
 You are looking for current income and a high
degree of stability in your investments. You want current income and stability and are not necessarily
concerned about increasing the current value of you investments. You are a longer-term investor who doesn't
need current income and wants reasonable and relatively stable
growth. You are a long-term investor who
wants high growth and doesn't need current income.
The asset allocation and investment plan that Servant Financial
develops for you will be based upon the type of investor you are as
well as your life goals. Click here to see how assets are allocated
for each different type of investor.
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Asset allocation accounts for about 90% of the variability of returns.
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