Balanced Portfolio Strategies
Our Balanced Portfolio Strategies represent the natural union of our core equity and fixed income expertise. We realize that many clients are simply not equity-only or fixed income-only investors. For many, the opportunity to have a risk-conscious portfolio that incorporates both asset classes is ideal.
As a manager of risk, the Roosevelt Balanced Portfolio Strategies provide investors with the opportunity for upside participation with less overall volatilty. The fixed income component acts as an additional portfolio stabilizer relative to our equity portfolios. However, we realize that many investors have different income needs. Therefore, we offer a choice among our fixed income strategies to meet various income levels and potential capital appreciation objectives.
Our Balanced Portfolio Strategies are designed with a target allocation of 60% equity and 40% fixed income, invested amongst any of our various strategies.
In combination, the Balanced Portfolio Strategies represent our collective thoughts regarding the most compelling opportunities in the equity and fixed income markets.
All investments carry a degree of risk, including the loss of principal. Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Obligations of U.S. Government Agencies and authorities are supported by varying degrees but are generally not backed by the full faith of the U.S. Government; portfolios that invest in such securities are not guaranteed and will fluctuate in value. Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and while generally backed by a government, government-agency or private guarantor there is no assurance that the guarantor will meet its obligations. The credit quality of a particular security or group of securities does not ensure the stability or safety of the overall portfolio.
The value of most fixed income securities are impacted by changes in interest rates. Fixed income securities with longer durations tend to be more sensitive and more volatile than securities with shorter durations; bond prices generally fall as interest rates rise.
International investing presents certain risks not associated with investing solely in the U.S., such as currency fluctuation, political and economic change, social unrest, changes in government regulations, differences in accounting and the lesser degree of accurate public information available. Micro-, small-, and mid-cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.
There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.
News and Recognition
- February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet
- January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet
- December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript's article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”