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Asset Allocation

Client Centered

Molly Rambo recognizes the role that an effective Strategic Asset Allocation policy will play in helping clients manage risk and return objectives as they pursue their long-term goals.

Strategic asset allocation is determined by Molly through appropriate research and analysis conducted internally as well as with the help of external consultants, subject matter experts and other advisors.

Molly evaluates a wide range of data, assumptions, and inputs, including but not limited to expected:

  • Rates of return expectations for each asset class.
  • Variability of each asset class and correlations of each asset class with those of other asset classes. 
  • Expected performance of each asset class in response to different market conditions. 
  • Costs of accessing the desired asset class

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