Five Good Reasons to Conduct a Portfolio Diagnostic Today
When did you last truly look at your portfolio? Not the balance — its purpose, its concentration, its cost, and the value of the relationship managing it. In this article, Félix Boyer, CFA, VP Client Partnerships at 1642 Capital, outlines five concrete reasons to conduct that diagnostic today: an offering that has fundamentally evolved, growing complexity, a market regime change, the real cost of your wealth management relationship, and you — your goals, your life, your priorities as they stand.
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Two Cheers For Diversification
In an environment marked by market concentration and the outperformance of large U.S. companies, diversification has been challenged. Recent dynamics — regional rebalancing, renewed interest in fixed income, and improving private markets — suggest a more supportive backdrop for broader allocation. Our Chief Investment Officer examines the implications for long-term portfolio construction.
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