For many investors, just the word “diversification” can conjure a variety of associations, questions, and fears: What about risk? Will I have to pay for multiple funds to be managed? Isn’t that just something else I have to spend time learning about?
In this eBook, Jackson provides an Intentional Diversification Framework to enhance client experience beyond perceptions of diversification to the actual benefits it can offer. This framework can help investors get past their fears to discover how diversification can provide both growth and protection as they pursue goals.
Once investors clearly define their portfolio of life across four key areas— health, assets, lifestyle, and legacy—they can parallel this exercise by thinking through an investment portfolio to match.
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Diversification and Portfolio Optimization eBook
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