Asset Allocation Avenues

In an industry where a minimum of $500,000 would typically be required to open an account, Asset Allocation Avenues (AAA) is designed to meet your specific investment goals and empowers you with access and the benefits of sophisticated investment management, with only a minimum investment of $50,000.

The new AAA program offers five well-diversified model portfolios based on different levels of risk tolerance that are actively managed by a dedicated team of investment professionals.

Your investment goals are aligned with an asset allocation model designed to attain an optimum balance between risk and return.

We follow an in-depth investment management process that includes analyzing your current position, recommending model portfolios based on a detailed questionnaire and then monitoring your account, on a consistent basis, to ensure proper allocation among the asset classes available.

We work hard to ensure you have access to the best services and solutions. Asset Allocation Avenues (AAA Accounts) employ a rigorous due diligence process to ensure that you achieve your objectives without taking unnecessary risk.