Old Calculator_edited.jpg

PROCESS

  • Client Questionnaire

  • Client return requirements and risk tolerance drive Investment Policy Statement (IPS).

  • IPS drives asset allocation between equities and fixed income.

  • Portfolio Construction​

      Economic Analysis

      Domestic versus International equity        valuations.

      Interest Rate forecasts

      Tactical shifts in weights versus

      passive equity and fixed income

      indices.

 

208-921-8059

590 W Washington St Boise, ID 83702

©2019 by Harmonic Investment Advisors. Proudly created with Wix.com