Skip to main content
  847-770-1349   brian@uplandfm.com

  

  • Home
  • About 
    • About Brian
    • Our Philosophy
    • Our Process
  • Our Services 
    • Overview
    • Investments
    • Asset Allocation
    • Retirement Plans - Accumulation
    • Retirement Income Planning
    • Insurance
    • Community Bank Stocks
  • Resources 
    • Useful Websites
    • Financial Calculators
  • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. Our Services
  3. Asset Allocation

Asset Allocation

We develop cost efficient model portfolios by making extensive use of exchange traded funds (‘ETF’s’) and using active managers (mutual funds) on a more limited basis.

In developing these models, we utilize input from major, unaffiliated investments firms which devote extensive resources to asset allocation modeling and who update those models to reflect changing market conditions on a regular basis.  Our model allocations are not static.

We may customize these models based on conversations with you.

We try to simplify the process so that, essentially, the only decision most clients need to make is whether to be more aggressive, or less so, based on market conditions and their personal situation.  This allows for some ‘tactical’ flexibility while staying within a ‘strategic’ investment footprint.  This is not ‘market timing’, i.e., being ‘all-in’ or ‘all-out’ of the market.  We don’t believe market timing works.

Our clients may benefit — subject to suitability — from our expertise in the area of community bank stock investing.  In certain situations we may suggest allocating a part of the portfolio to such stocks.

 

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Regulatory Disclosures

Contact info

  •   400 126th Avenue, Hudson, WI 54016
  •   847-770-1349
  •   brian@uplandfm.com

  

Contact us

© 2022 Upland Financial Management. All rights reserved.

Website Design For Financial Services Professionals