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.