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Diversification PDF Print E-mail
Is your investment portfolio diversified? Are you diversified across risk types as well as by asset class? Diversification has been called the only free lunch in investing, because the risk reducing benefit of diversification is a matter of fact, grounded in mathematics and statistics. North Capital considers an expansive view of asset classes and may incorporate alternative strategies such as commodities, foreign currency, real estate, and other forms of non-traditional beta. Beyond asset classes, North Capital diversifies exposure of other types, such as asset type, geographic market, fund and manager. But diversification is not just about risk reduction. Investment research conducted over several decades suggests that the vast majority of returns available from investing can be captured through asset allocation. North Capital incorporates this research into our portfolio construction process, maintaining strategic exposure to a broad array of asset classes rather than attempting to pick winners and losers.

North Capital's investment process is grounded in enduring principles: broad diversification, a systematic, "open architecture" approach to investment selection, low costs, and tax-efficiency. If you would like to speak with an advisor, contact North Capital at (888) 625 7768 or in San Francisco at (415) 315 9916. Or send us your contact information and we would be happy to schedule a call with you.

To read more about the power of diversification, visit the Education Center.
 

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