All fifteen EMA Strategies have been constructed using Modern Portfolio Theory and sophisticated financial modeling software. Target weightings of each asset class have been determined using a complex mathematical technique known as optimization. Model strategies may change periodically as additional asset class performance data is included in our optimization process.
WITHIN EACH STRATEGY THERE MAY BE ALLOCATIONS TO:
Working with a financial advisor will help you determine the appropriate asset allocation mix suitable for your risk profile and your investment time horizon. If you need help locating a financial advisor, please call us at