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Asset Allocation Strategies

Diversify and optimize your investments.

Asset allocation is a crucial part of a well-rounded investment portfolio. It involves spreading your investments across different types of assets to manage risk and pursue your financial objectives.

 

Our data-driven, asset allocation approach will:

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Analyze various asset classes

Consider historical performance, risk factors, and market trends

Seek to optimize returns, as much as possible, while managing risk 

Our strategy is designed to provide you with a disciplined framework for your evolving needs.

*Asset allocation does not ensure a profit or protect against a loss.

 

Pathwise Financial Group

12555 High Bluff Drive, Suite 210, San Diego, CA 92130

Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Pathwise Financial Group, and along with investment advisor representative, Michael Mohr.

 

Jared Brown, Pathwise Group, and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated and separate from Integrated Partners.  Solicitors do not provide investment advice and are not registered as an investment advisor. Click on the links for a copy of the Firm ADV  and CRS, and solicitor disclosure statement.

Michael Mohr CA Insurance Lic #OJ20351

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