ADVICE AND SERVICE FOR INDIVIDUALS
We like to work closely with clients in developing an asset allocation strategy customized to particular needs and circumstances. We do not employ a cookie-cutter approach. We view the asset allocation as a long-term strategy making adjustments only when we see exceptional risks and opportunities.
Federal Street initiates the process by understanding what the client needs to accomplish with their assets, which includes personal living expenses, administrative costs, inflation protection and any desire to build real return over time. These factors are combined into a specific target*rate*of*return that determines an asset allocation framework which is designed to meet that objective at an appropriate level of risk. We concentrate on core asset classes that we believe will provide the most effective diversification benefits to our clients.