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Portfolio Construction
That Brings Clarity to Your Investments
Asset Allocation Across Asset Classes for the Right Balance
Portfolio construction at One Charles is a core part of our wealth management approach, bringing structure and discipline to investment decision-making. We build investment portfolios aligned with each client’s investment strategy, investment goals, risk tolerance, time horizon, and liquidity needs.
Our portfolio construction process applies disciplined asset allocation across asset classes, including equities and fixed income, to support diversification and manage risk through changing market conditions.
How We Help
We help clients apply portfolio construction discipline that connects investment strategy to real-world priorities. Our role is to support informed decisions around capital allocation, risk and return, and portfolio structure as circumstances and market conditions evolve.
We set asset allocation across asset classes to align portfolios with investment objectives, risk tolerance, and investment horizon.
We evaluate fund strategy and fixed income exposure to manage volatility, income needs, and return potential across market environments.
We apply portfolio rebalancing as part of a disciplined portfolio construction process, keeping allocations aligned as markets change.
We use scenario modeling and portfolio insights to assess how portfolios may respond to different market conditions and volatility.
We help determine the appropriate number of investments to balance diversification with simplicity and effective oversight.
A Fiduciary Approach to Portfolio Construction
As an independent advisory firm and registered investment adviser, we act under a fiduciary duty rooted in objectivity. Our portfolio construction process focuses on disciplined criteria, professional oversight, and alignment with client objectives to support better portfolios over time.
Preparing for What’s Next
As markets and priorities change, portfolio construction should be revisited. We help clients refine strategy, reassess market opportunities, and maintain alignment with long-term financial goals.
Contact our team to begin the conversation.
