Herz Financial Model Portfolio

The Importance of Asset Allocation At Herz Financial our approach to portfolio management is disciplined by nature, focusing on taking risk only where we believe it will be adequately rewarded over a long investment time horizon. We are guided by the time-tested principle of portfolio diversification. Our goal is to manage risk through investments into asset classes that are not perfectly correlated. To achieve less correlation and thus reduce portfolio risk we search for sectors and asset classes that react differently in changing market conditions.

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