Portfolio diversification is an investment strategy that spreads holdings across different asset classes, sectors, geographies, and investment types. The goal is to reduce the risk that any single position significantly damages the overall portfolio. A diversified portfolio combines investments that may respond differently to the same economic or market event, which seeks to reduce volatility over time.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
