Eric Pomerantz - Financial Advisor

CONNECT

Address:

400 W.15th St. Ste. 100
Austin, TX 78701

Phone:

(512) 776-8910

Fax/Other:

(512) 832-0505

Our Services

PRIVATE ASSET MANAGEMENT

A profile developed for you serves as the foundation for a long-term investment strategy designed to suit your specific needs and goals.

The foundation of our investment process is asset allocation - the amount of a portfolio allocated between the broad asset classes of stocks, bonds and cash. A diversified portfolio can help to mitigate the ups and downs of market performance, reduce risk, eliminate dependence on any single type of investment and potentially enhance portfolio returns. In addition to diversification by asset class, the portfolio's stock allocation is further diversified by style and market capitalization. The stock allocation may include exposure to U.S. and international companies. The bond allocation has further diversification as well, and may feature bonds issued by U.S. or foreign governments and agencies, U.S. state and local municipalities, and/or U.S. and foreign corporations. Portfolios may also feature allocations to alternative investments.

Using both quantitative and qualitative analysis to identify appropriate securities in each category, your investment team follows a disciplined research process to select appropriate investments for the portfolio. Similar criteria are used to monitor investments once they have been selected for portfolio inclusion. If an investment becomes inappropriate for your portfolio, action may be taken, to adjust your portfolio composition.

My approach uses the Risk Number. It's built upon a Nobel Prize-winning framework, and everyone has one.

What's yours?  https://tinyurl.com/MoodyInvRiskAlyze 

 

 

 

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. 

They are methods used to help manage investment risk.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck