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 Middleburg Financial's advisor, 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.

Disclosures

Check the background of this firm on FINRA's BrokerCheck.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Middleburg Investment Services is an affiliate of Atlantic Union Bank that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Middleburg Financial, and Middleburg Investment Services 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. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

A better client experience starts here