Asset Allocation

We believe decisions regarding an appropriate mix of cash, fixed income, and equities are crucial to satisfying expectations regarding long term portfolio performance.

Good asset mix decisions can only be made after a thorough analysis of each client’s circumstances and tolerance for risk. We do not believe that frequent wholesale changes to asset mix or attempts to time the market add value over the long term. Should changing capital markets or personal circumstances warrant a shift in asset mix, Dorchester’s portfolio managers have the flexibility and the expertise to adjust portfolios accordingly.