At Eagle Capital Management, LLC, we believe asset allocation is very important as the overall mix of assets may be accountable for upwards of 70% of Total Portfolio Return over the long run.  It should be addressed with an understanding and knowledge of actual market rates of return over the long run.  In this way, alternative weightings may be assigned to project the client’s “expected returns”.  The client is involved in the decision and may get a true feeling of the risk/return tradeoffs.  A thorough discussion generally leads to an overall strategic mix of assets with a reasonable range of exposure left up to the investment adviser.  

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Eagle Capital Management, LLC

  (985) 778-0987