Go Global
In 1970, the United States stock markets comprised approximately 65% of the world’s market value. As of the end of 2007, that number dropped to 35%. What happened? Globalization. With roughly 65% of the world’s market values located outside of the United States, it does not make sense to implement a portfolio that contains primarily U.S. investments. Diversifying globally is one way that we reduce the overall risk in your portfolio.
We believe that the United States offers great investment opportunities; however, we also understand that the world extends far beyond our borders, and we would be remiss to ignore those investment options.
We do not limit our portfolios to any industry, sector, region or country. By taking a global approach we are always looking for opportunities in stocks, bonds, commodities, real estate, precious metals and currencies around the world.
