How does Floodlight build customized portfolios?
We believe that portfolios should be built on the basis of long-term asset allocations that are customized to individuals’ unique needs. We also believe that thorough analysis and understanding of the portfolio is essential for long-term investing success. By examining how a potential portfolio would have performed in the past and how it might perform in the future, you’ll be in a better position to tweak the portfolio so that it’s optimally suited to your clients’ needs, and so that it’s got a better chance of helping them achieve their goals. And, we believe that by helping your clients develop realistic expectations and a rational understanding of how their portfolios should perform, they’ll be in a better position to stay the course with confidence, through the inevitable market cycles.
