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Strategic Asset Allocation
Maximizing our clients return 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 us 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

 

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