Skip Navigation

Portfolio Construction: Capturing Returns and Managing Risk with Tax and Fee Efficient Portfolios

VIEW VIEWPOINT (PDF)

SUMMARY

Dan Burke and Jeff Erickson of Abbot Downing share three key strategies for how Abbot Downing builds tax- and fee-efficient portfolios that are designed with the intent to withstand turbulent times in the market. This handout summarizes these strategies and the potential implication for ultra-high-net-worth investors.

KEY TAKEAWAYS

  • Strategic asset allocation is one of the most important decisions in the portfolio construction process.
  • Diversified portfolios can help provide stability in volatile times.
  • The Abbot Downing Core-Satellite Approach is designed to maximize long-term client results.

DISCLOSURES

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns nor can diversification guarantee a profit in declining markets.