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Diversification is about spreading investments across different assets to avoid reliance on a single source of return. The goal is to create a balanced portfolio that mitigates risk while positioning for long-term growth.
Managing market downturns
Diversification helps reduce exposure to market downturns by spreading investments across asset classes, industries, and regions. Its purpose is not to maximize returns, but to help limit the impact of losses during periods of volatility.
Traditional Portfolio
Build a balanced
investment portfolio
3 ways to diversify your portfolio
Select asset classes and strategies that match your financial objectives and risk preferences.
Tap into the experience of our team to design, monitor, and adjust portfolios across market cycles.
Integrate a long-term plan to guide your portfolio through different market environment and life stages.
Diversifying your way to a better portfolio.
Whether you’re just starting or a seasoned investor, our platform allows you to build a portfolio on your terms. Access a range of funds and strategies designed to help you achieve your financial goals.
Leverage, diversify and secure
A well-diversified portfolio allows you to pursue multiple financial objectives — from education savings to retirement planning — while managing risk across markets.
Explore new ways to invest
Alternative investments offer opportunities beyond traditional markets. Our expert teams guide you through today’s market complexities to help your portfolio remain resilient and positioned for long-term growth.
Portfolio diversification strategy
Reduce exposure to any single market or asset through a thoughtful mix of investments.
Combine asset classes, sectors, and geographies to build a balanced and resilient portfolio.
We design investment approaches aligned with your financial goals and objectives.
Find strength in numbers.
Diversification helped reduced losses and increased gains during the financial crisis and recovery.
Source: Strategic Advisers, Inc. Hypothetical value of assets held in untaxed accounts of $100,000 in an all-cash portfolio; a diversified growth portfolio of 49% US stocks, 21% international stocks, 25% bonds, and 5% short-term investments; and all-stock portfolio of 70% US stocks and 30% international stocks. This chart’s hypothetical illustration uses historical monthly performance from January 2008 through February 2014 from Morningstar/Ibbotson Associates; stocks are represented by the S&P 500 and MSCI EAFE Indexes, bonds are represented by the Barclays US Intermediate Government Treasury Bond Index, and short-term investments are represented by US 30-day T-bills. Chart is for illustrative purposes only and is not indicative of any investment. Past performance is no guarantee of future results.
