Asset Allocation
Shields Associates believes that each client's unique plan objectives set the foundation for appropriate investment strategies. We begin by understanding the client's risk tolerance and spending structure; then translate these elements into a set of customized portfolio alternatives.
- Pension Retirement Plans – Shields' unique approach to pension strategy was developed by working with some of the most sophisticated financial institutions in the industry. We combine traditional mean variance modeling with targeted scenario analysis to show plan sponsors how investment strategy affects ongoing plan cost. Where appropriate, Shields' also uses industry leading LDI solutions to help plan sponsors manage pension cost volatility.
- High Net Worth Clients — High net worth clients look to us to provide them with competitive after-tax returns with an emphasis on capital preservation. Our models allow us to perform multi-generational asset allocation modeling and incorporate large single stock holdings into the decision process.
- Endowment / Foundation Funds – Shields embeds spending, inflation, fund raising, project cash flows, and related factors into our allocation and strategy analysis for Endowment and Foundation clients. We make sure plans reach their goals while also appropriately managing risk.
- Financial Intermediaries (RIAs) – We develop customized investment models that optimize an RIA's ability to sell into a highly competitive market by aligning manager research and specific strategies with the RIAs' target audience.
By closely understanding underlying objectives for each client, Shields' assures that the efforts put into policy development and strategy design turn into long-term rewards and measurable accomplishments.
