Prosperity on your terms

Portfolio Construction

Unique solutions for your unique needs

 As the saying goes, "The Jack of all trades is a master of none." 

This same logic can apply to the construction of an investment portfolio, or any construction for that matter.  Just as the best plumber might be a poor electrician, one might not expect a top-notch stock manager to also be an elite bond manager.  This logic and a commitment to diversification are foundational to our process of assembling and maintaining investment portfolios.

True commitment to diversification goes beyond investment portfolios made of stocks and bonds.  Depending on a client's unique needs, an Upleft investment portfolio may include several asset classes (stocks, bonds, real estate, commodities...), several investment styles (growth, value, momentum...) and several talented investment managers.

We work with hundreds of industry professionals to maintain the quality of our investments solutions.  Over one hundred analysts constantly reevaluate our lineup of investment managers in order to give you the confidence you deserve in your team.  This should be true both today and into the future.  

In the end, Upleft may coordinate dozens of money managers, overseeing thousands of positions, for a single client portfolio.

Three benefits of portfolio diversification:

  • Reducing risk of loss if one investment performs poorly, other investments may perform better over that same period.

  • Investors who are not actively accumulating assets, like those taking retirement distributions, may prioritize the preservation of their capital. Proper diversification for stability can help protect your assets.

  • Investments do not always perform as we would hope. By diversifying you avoid relying upon just one source for income. Including more asset classes increases the number of potential sources for positive returns.

Watch this video to learn more about the Upleft approach to portfolio diversification.