Asset Allocation

Asset Allocation is an investment strategy that aims to balance risk and reward by distributing your portfolio’s assets according to your goals, risk tolerance and investment horizon.

Clear Mountain Investments can help you find the right blend of stocks, bonds and cash to help pursue maximum returns at a given level of risk. Successful asset allocation involves looking at the market and evaluating a wide variety of indicators to determine which assets may have a higher likelihood to perform best.

Investor psychology, monetary conditions and market valuation all combine to give us a complete outlook on the market. Using these tools, we can help you find ways to compliment your existing portfolio, make changes as needed or outline plans for future investing.

Contact Clear Mountain Investments for more information.

Asset allocation does not guarantee a profit or protect against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of the Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WV, MD, PA, VA, OH, CT, FL, GA, IN, NC, NJ, SC, and WA.


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