Asset Allocation

Maximizing our clients' returns through an appropriate combination of investments is our goal. Factors that are specific to each client are considered when establishing an individual investment plan: 

  • Requirement for income    
  • Liquidity    
  • Return goals    
  • Risk tolerance    
  • Investment time horizon    

Tactical Asset Allocation

From time to time, CoreFirst will make necessary changes within asset allocation ranges due to market changes. This gives our customers the opportunity to benefit as market conditions change. Items that may influence a change include: 

  • Interest rate trends    
  • Equity market deviations    
  • Inflation/deflation    
  • Geo-political events    
  • Federal Reserve policy, and others    

Questions?

contact-us Call 785.267.8402 or 1.800.280.0123

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Investment, Insurance and Advisory products:
Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity