Enhanced Balanced™ Portfolio
Westwood Trust’s Enhanced Balanced™ Portfolio is our recommended asset allocation strategy developed using historic return/risk and correlation information, combined with our proprietary capital market assumptions. Started in 1993, this proprietary allocation model is designed to maximize return while minimizing risk.
Consultative Approach to establishing asset allocation policy and rebalancing recommendations using the firm’s proprietary capital market assumptions.Flexibility to customize asset mix to reflect individual investment objectives and level of risk tolerance.
Access to Multiple Managers to gain exposure to a variety of investment styles and philosophies.
Experienced Investment Management teams provide input on underlying asset classes and recommended target weightings.
Competitive Fee Structure based on level of assets – not the number of asset classes.
Please click here to request additional information about our current and historic Enhanced Balanced™ Asset Allocation Recommendations