Asset Allocation

Your smart decisions built your wealth – ours will help manage and preserve it.

While choosing high-quality individual investments is an important part of making your plan truly your own, we're careful to exercise great diligence in ensuring your needs are supported through a wide range of carefully selected investment products and strategies.

That's why we approach asset allocation* with sharp and balanced thinking. We're focused on discipline – taking the time to choose investments we believe are appropriate for supporting your lifestyle and helping you meet your goals. No market-timing or stock-chasing here.

Time and again, our experience and research have shown us that the types of investments that make up your portfolio are far more important than the individual investments themselves in terms of growth performance. That's why we take an "open-architecture" approach to plan design – to make sure we have the transparency we need to evaluate the full range of options.

Depending on your particular circumstances and what you want your wealth to do, these options may include traditional investments, alternative investments or both. Because we understand that no two people are exactly the same, we're going to do the work it takes to make sure we only recommend products we believe are appropriate for you.

It doesn't stop there, of course. We'll review the progress of your portfolio to help ensure your asset allocation remains aligned with your needs and preferences. After all, wealth management is about preserving what you've built. And at McKeever, we'll do what it takes to help make sure that, whatever the markets do, you're positioned the way you want to be.