Sloan Investment Management, LLC

Total Asset Allocation / Location

As part of the discovery process – we’ll take a look at all of your assets and give you a detailed analysis and breakdown of where you stand financially. This includes your real estate, insurance, outside or private investments, 529 plans, trusts, employer sponsored retirement plans, etc. As part of our analysis, we’ll give you feedback from our experts on where you stand.

From there we’ll help determine the best asset allocation to fit your goals. Identifying the most appropriate long-term mix of assets is the foundation of portfolio construction, as it’s the asset allocation decision that drives the bulk of returns for diversified portfolios. Asset allocation is all about carefully balancing the expected returns and potential risks of each asset class to build a portfolio that has a strong probability of meeting the investor’s long-term objectives with the lowest risk profile.