Your Allegheny advisor works with our team of specialists to select the most appropriate investments and investment managers to ensure consistent portfolio performance. The team's analysts and portfolio specialists select opportunities across asset classes and within investment styles from the universe of more than 10,000 professionally managed funds. The result is a balanced portfolio, designed to provide the highest possible level of return consistent with your goals and risk tolerance.
Our Portfolio Implementation Approach
The core principle of investment management at Allegheny is diversification to distribute risk over a range of asset classes. We control risk through rebalancing, a procedure that reconciles actual asset allocations with target allocations to ensure consistent achievement of your objectives. We carefully monitor and evaluate your portfolio, tracking performance against your goals and delivering detailed reports that include analysis, adjustment recommendations and tax information.