Asset Allocation Strategy

Beaumont intentionally has no “niche” or “style box” into which clients are placed. Rather, we construct each portfolio only after gaining a thorough understanding of client objectives (including the priorities and timing thereof), current and projected investable assets, tax status, risk tolerance and other pertinent factors.

We believe that proper asset allocation is the single most important determinant in achieving strong long-term performance. After determining the appropriate allocation of assets, we implement sector decisions and individual actions designed to generate performance results that will achieve or surpass the goals of our clients.