Portfolio Construction | True North Financial Advisors, Inc

FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts

Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice might seem elusive for many Florida Retirement System (FRS) Investment Plan participants. For many, the Self-Directed Brokerage Accounts (SDBAs), has gone unnoticed by PBSO deputy sheriffs and employees since 2014. In January 2014, the FRS announced the SDBA option for FRS Investment Plan investors to provide greater…

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

Written by Stephen Ostrofsky, CFP® Most long-time investors can remember when interest rates were at a level which made bonds a viable asset class in portfolio allocations for most investment objectives and risk tolerances. As an asset class bonds provide portfolio stability as a reliable source of income and a hedge against stocks declines…

Investment Selection Styles: Portfolio Construction Implications Classic equity portfolio management of mutual funds, insurance product subaccounts and separately managed accounts predominately utilize either a growth or value style investment selection process, or a blend of the two investment styles. This discussion of equity investment selection styles relates only to the portion of a portfolio which…

Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run

Academic research suggests that investors can realize greater investment returns over multiple business cycles when they allocate a portion of the investment portfolios in small and mid cap sized companies. Many investors place too great an emphasis on large cap stocks for their asset allocation models. By so doing, investors miss a significant portion of…

Category Archives: Portfolio Construction

FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

Investment Selection Styles: Portfolio Construction Implications

Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run

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