Asset Allocation is the Single Biggest Driver of Returns
Determining your asset allocation is the process of setting you on the path that, from that point on, we continue to adjust, monitor and manage.
It's the biggest driver of returns, but it drives every one of your other goals to the same degree. That's why much of our specialized expertise, flexibility, research and customization come into play as we determine your asset allocation.
We also ensure:
- A detailed review of your time horizon, risk tolerance and other needs
- Diversification between and within asset classes to reduce risk
- A personal review meeting where we present your investment options, maintenance plans and other details
Perron and Partners Wealth Management Corp. owns 100% of the common shares of Perron Asset Management Inc. Perron Asset Management may provide sub advisory services to Perron & Partners and Kipling Private Investment Pools and in turn will receive remuneration for these services.