Market Allocation Portfolios

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

Together we will determine an appropriate asset allocation and investment strategy for your full portfolio of investment accounts based on our understanding of your risk tolerance and long-term growth objectives. We then manage your portfolio so that it is positioned to benefit from the opportunities of the investment environment and is designed to best meet your investment goals.

Fure Financial's Market Allocation Portfolios (MAP)

A range of portfolios for every investor

Asset allocation, diversification, and rebalancing are all part of a goal-oriented investment strategy built on time-tested economic concepts. That's the thinking behind MAP. It's a smarter approach to investing called Modern Portfolio Theory (MPT) and it influences the approach we take to investment selection.

Whether you want to save for retirement, generate additional streams of income, or manage risk, we can customize a MAP for you.

Core Portfolios

Diversified portfolios made up of mutual funds and/or ETFs. Holdings span a broad range of investment styles, sectors, market caps, and regions.

Supplemental Income Portfolios

Weighted toward fixed income with limited exposure to equities to help manage volatility. Ideal for help supplementing retirement or other income needs.

Opportunistic Portfolios

Navigate market storms with a guided allocation recommended for investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions. Designed to participate meaningfully in bull markets and seeks to de-risk in bear markets by minimizing the impact of market downturns. Avoiding severe losses can improve long-term investment success.