top of page
files or documents about charts

asset allocation

J. Pappas Investments incorporates exchange traded securities and individual securities in a diversified portfolio of both U.S. and foreign stocks. J. Pappas Investments will attempt to maximize a portfolio’s expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of expected return, by selecting the proportions of various asset classes. Additionally, our goal is to ensure that the portfolio offered is suitable for the individual'srisk tolerance and, by annual re-balancing and review, we ensure the portfolio meets clients’ needs and objectives.

The investment strategy for a specific client is based upon the objectives stated by the client during our initial consultations. The client may change these objectives at any time. Risk management is integrated into our process through the use of appropriate risk levels on each position. The value of securities used in our strategies may go up or down in response to factors not within our control, including but not limited to the status of an individual company underlying a security, or the general economic climate. When investing client portfolios, we seek to maintain discipline and objectivity by focusing on the client’s financial goals and objectives and avoiding trading on short term uncertainties such as position specific news events.


Click here for more information

bottom of page