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The Financial, an independent* wealth management corporation serving professionals

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In focus
Focus on Finance Express
The components of superior portfolio performance : tactical allocation

Moving at the right time to seize the right opportunities. [...]

Focus on Finance Express
The components of superior portfolio performance : strategic allocation

Accounting for no less than 10% of the total return and which involves determining the percentages allocated to each of the funds that make up the portfolio. [...]

Focus on Finance Express
The components of superior portfolio performance : static allocation

Accounting for no less than 80% of the returns that will be generated, static allocation concerns all the elements that make up the portfolio. [...]

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