All Seasons
WhiteTree’s All Seasons strategy is a new take on an old concept – balanced diversification. Traditional asset allocation leaves most investors with lopsided portfolios.

For instance, because stocks carry much greater risk than bonds, a typical 60% Stock / 40% Bond portfolio has 95% of it’s risk coming from the stock market.

WhiteTree’s All Seasons strategy is designed to deliver a fundamentally balanced portfolio, so you can reap the returns of your investments through all economic seasons. Not just when the stock market goes up.

For more information, please contact us.