Strategies

Three basic strategies provide a starting point for the client’s allocation, each of which is customizable to fit each client’s needs.

Acacia Blue Equity Tilt Asset Allocation^SM. The Equity Tilt strategy has a neutral asset allocation that favors equities over fixed income.

Acacia Blue Balanced Asset Allocation^SM. The Balanced strategy has a neutral allocation equally weighted to equities and fixed income.

Acacia Blue Bond Tilt Asset Allocation^SM. The Bond Tilt strategy has a neutral allocation that favors fixed income over equities.

Each strategy is rebalanced annually, but may be rebalanced more frequently if market conditions warrant.