Asset Allocation
Find the right investment package for your situation
Investing in a variety of asset types, including bonds, stocks, interest-earning investments and cash alternatives, is a balanced approach to long-term gains.
When you rely on investment guidance from Atlantic Union Financial Consultants, your portfolio can contain a mix of assets, so when one investment type drops in value, other types of assets can potentially gain value. This strategy involves investing in various asset classes, such as:
- Cash and cash alternatives
- U.S. equities
- Non-U.S. equities
- Fixed income
- Real estate
- Alternative investments
We'll work closely with you to determine your specific needs and risk tolerance so you're comfortable with your investment package, and we'll make necessary adjustments as your situation changes. Please keep in mind, diversification and asset allocation does not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.
DIVERSE ASSETS CAN HELP YOU IN THE LONG TERM
- We'll explain the benefits of various asset classes
- Helps reduce investment risk
- Customized to your needs
Disclosures
FINRA BrokerCheck
Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
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