The Larsen Group

 
Building a portfolio around the Larsen Group Asset Management Program
Several successful investors have adopted a core/satellite approach to portfolio construction. This approach provides a solid framework for implementing an asset allocation model. To help protect investors during market downturns, while participating in positive markets, they may consider establishing a core portfolio that is highly diversified among asset classes, market capitalizations and regions. Furthermore, investors can enhance and customize their core portfolios by adding shorter-term, tactical, “satellite” investments, which are designed to opportunistically take advantage of market trends or special investment situations.
 
Disclosures

John Larsen, NMLS # 1693187 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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