Significant research exists that indicates asset allocation may be the single greatest determinant of investment return and the risk associated with pursuing that return.  Using state-of-the-art modeling and simulation software, we will analyze portfolio assets and liabilities.

Whether portfolio liabilities are associated with defined benefit plans or the spending requirements of a foundation, Larry Thompson & Associates will work with you to couple your specific investments constraints with capital markets assumptions to develop portfolio alternatives.  Our consultants will work with you to analyze each of these alternatives and help guide you through the asset allocation process.