PROCESS

Strategic Planning

We evaluate our client needs and preferences by determining spending and lifestyle requirements, philanthropic interests, anticipated capital expenditures and desire for generational wealth transfer.

Strategic Asset Allocation

EightRock's strategic asset allocation process balances investment opportunities across a wide range of asset classes and geographies. The approach is based on agreed trade-offs our clients are willing to accept between risk and return over varying time periods. This enables us to provide the appropriate level of portfolio diversification.

Throughout the year, we may recommend tactical shifts within a portfolio in order to capitalize on current investment opportunities.

Portfolio Construction and Rebalancing

With elevated volatility in current markets, we develop thoughtful, bespoke plans to implement the asset allocation best suited to our clients' needs. Taking into account current market conditions and economic trends, we review each client portfolio on an ongoing basis and evaluate possible adjustments.