There are eleven Core Portfolio Strategies, each differentiated by their allocation to stock investments ranging from 0% to 100% in ten percentage point increments.
If transactions within your account result in current-year taxable income, NWCM will give consideration to potential tax consequences when selling to affect rebalancing or tactical moves.
NWCM generally encourages investors to undertake a Big Picture Study to determine the appropriate asset mix of an investment portfolio. For young investors, sophisticated investors, or investors with their own financial planners, knowledge of one’s risk tolerance may be sufficient to choose the appropriate Core Portfolio Strategy.
NWCM makes available to the public at no charge a Historical Volatility Calculator which graphically depicts the extent of investment risk within various mixes of stocks, bonds and cash. Click here to access this tool to determine, or confirm, your choice of a Core Portfolio Strategy. If you need assistance in making an assessment of your risk tolerance and choice of strategy, we will discuss with you one-on-one your circumstances. Simply call us. Or send an email.