Nationally recognized for its expertise, integrity and dedication*, Foldes Financial Management specializes in providing customized hedging investment solutions to high net worth individuals and their families, retirement plans, trusts, foundations and endowments. Our goal is to reduce volatility, preserve principal and seek stock market returns. We do this by understanding the relationship between asset classes in order to provide a life jacket if certain investments in your portfolio are declining.
Our Multiple Asset Portfolio (M.A.P.) is designed to help you “sleep well at night” while seeking better returns with less risk. The key to the MAP hedging solution is to include asset classes that do not move in tandem. While some investments may be going down, others will be going up, thereby cushioning the volatility of the portfolio. At Foldes Financial Management we will determine your risk tolerance and construct your customized M.A.P. designed to contain the best mix of uncorrelated asset classes to accomplish your goals.
*Worth Magazine October | November, 2008