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Ambassador Portfolio Service gives you and your Investment Advisor the choice of asset classes and management styles to optimize your portfolio, just as large institutions and the wealthiest individual investors do.
Even better: in doing so it gives you access to world-class portfolio managers. And, unlike many other approaches to portfolio management, it is based not on mutual funds but on individual securities – which provides significant benefits in terms of transparency, flexibility and tax planning.
A Highly Evolved Approach to Diversification
Today, the concept of asset allocation is no longer limited to dividing a portfolio’s makeup among cash, fixed-income securities and equities. Specialists now agree that integrating different management styles, along with diversification by geographic region and economic sector are just as important to obtaining consistent, long-term results. Reaching an optimum equilibrium point among the various asset classes and investment styles will minimize risk for a given level of potential return. In economic jargon, this point is called the “efficient frontier.”
In fact, Modern Portfolio Theory states that at each point along a continuum of possible investment returns, there exists a specific combination of asset classes and investment styles that will give the lowest possible risk. Portfolios structured according to these specific combinations are considered to lie along this “efficient frontier,” and have been “optimized.”
Since the world’s top managers typically specialize in one management style and often in one or more specific asset classes, it is of the utmost importance that your portfolio be managed by a combination of different managers, each carefully selected according to their specialty, each taking charge of a portion of your assets.
Ambassador Portfolio Service provides you with a highly sophisticated method that allows you and your Investment Advisor to:
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build your portfolio with an optimal combination of asset classes and investment styles based on your personal profile;
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choose from a selection of top portfolio managers the ones to best handle each segment of your portfolio.
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For more information about our Ambassador Portfolio Service, please contact your Investment Advisor.
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