Trust Point’s asset allocation services will help you build a diversified portfolio of different asset classes, like stocks, bonds and money markets, to preserve and grow more wealth over the long term. We’ll help you offset losses and optimize your investment portfolio so you can reduce your overall financial risk.
Trust Point’s asset allocation services are built around our clients on a personal basis. We’re focused on providing you with nothing but the highest quality of service as we partner to grow your assets, define new opportunities and mitigate financial risk. When the market takes a turn, you’ll be prepared with Trust Point on your side.
-John Doe | Minneapolis
-John Doe | Minneapolis
Why risk it? With Trust Point, you’ll never have to worry
Are you spending time each day worrying about if your investment portfolio is allocated correctly? The financial experts at Trust Point can help reduce that anxiety by working with you to identify the appropriate portfolio that fits your needs.
Trust Point’s asset allocation services are focused on you, our client. We’re committed to providing a personalized experience to those who choose to work with us.
Controlling and growing your wealth can be confusing. Trust Point is here to make it easier for you. To plan a future in which your wealth is protected, asset allocation is critical. As a premier leader in asset allocation, we’ll help you plan properly so you can focus less on finances and more on living your best life.
What We Do
Early in 1913, individuals and business owners in La Crosse, Wisconsin were in desperate need of financial services to manage their assets. However, the closest company that could offer any was over 80 miles away. Thus, Trust Point was born. Since our humble start as a trust company, we’ve now expanded into many different sectors of the financial industry. Offering everything from asset allocation to estate planning to investment management and much more, Trust Point is committed to providing our clients with nothing but the highest quality services. And although we’ve grown, we’ve never forgotten our modest roots and Midwestern work ethic. That’s what has set us apart from other financial institutions for more than a century.
Want to learn more about investing services? Get in touch with us.
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Asset allocation is the implementation of an investment strategy that tries to lower risk and raise returns by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame.
Asset allocation is important because it balances risk and creates real diversification by splitting assets between major categories like bonds, stocks, cash, real estate and derivatives.
Asset classes are a group of securities that exhibit similar characteristics, behave similarly in the marketplace and are subject to the same laws and regulations. The three main asset classes are equities or stocks; fixed income or bonds; and cash equivalents or money market instruments.
Diversification is achieved by combining various securities and asset classes so that the overall portfolios returns are maximized while risk is minimized. For diversification to be successful, its essential to combine asset classes that will perform differently throughout market cycles.