Presidio Group Believes:



  • A formal Investment Plan is one of the cornerstones to achieving financial goals.


  • Appropriate asset allocation is critical to managing risk.1


  • When appropriate, alternative investments could be used to help reduce portfolio risk and volatility.


  • A long-term approach can help reduce the risk of investing in financial assets.


  • Delegating the day-to-day investment decisions to an objective investment manager, can help avoid the hazards of emotional investment decisions.


  • Adjusting investment objectives and risk tolerances to changing circumstances can be critical to reaching long term financial goals.


  • Monitoring investment results versus the investment plan's goals and objectives is as important as the plan itself.




1Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.