I believe that a core-satellite methodology for structuring portfolios helps clients be prepared to seize upside potential and reduce downside risk. The core portfolio features a well-diversified set of stocks, bonds and other investments, selected and allocated strategically, according to your risk tolerance, time horizon, current circumstances and long-term goals. The satellite portfolio is a smaller set of investment assets that are allocated tactically, to take advantage of opportunities that may be more short-term in nature.
