| What are the main asset classes? |
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We recognize seven major asset classes: 1. U.S. Equities 2. Foreign Equities 3. U.S. Fixed Income 4. Foreign Fixed Income 5. Real Estate 6. Natural Resources 7. Cash At Lasecke Weil, all managed portfolios hold assets representing at least five of the seven major classes. The percentage amount or weighting of each asset class is dependent upon the concerns and risk profile of the specific client. We actively seek out the best investment vehicles in each class, and utilize stock and bond mutual funds, individual stocks and bonds, private placements, and limited partnerships. As a general rule, we will not entrust more than five percent (5%) of a clients’ portfolio to any one investment vehicle. |