Investment Strategies

Tempo Lifestyle Portfolio

Tempo Financial Advisors designs a custom portfolio for each client featuring an asset mix determined by factors unique to that client (age, time horizon, tax status, appetite for risk, type of investable assets, earning potential, and income needs, etc.). A Tempo Lifestyle Portfolio can be conservative, moderate, or aggressive as appropriate for each investor.

What separates a Tempo Lifestyle Portfolio from a traditional balanced or life cycle fund is that the asset class mix will evolve over time in response to current economic and market conditions. A Tempo Lifestyle Portfolio can be considered the core long-term portion of your investments, and as such accounts remain fully invested at all times. Whether you are conservative, moderate, or aggressive, the goal of a Tempo Lifestyle portfolio is to maximize returns for each level of risk.

Tempo Multi-Asset Dynamic Income Strategy

Utilizing a proprietary algorithm, the Tempo Multi-Asset Dynamic Income Strategy will allocate accounts among various income producing and low volatility asset classes including fixed income (high yield bonds, intermediate term bonds, inflation-linked bonds, emerging market bonds, convertible bonds, etc), income oriented equity (utilities, REITs), and a variety of alternative funds. Tempo Financial Advisors rebalances portfolios periodically in accordance with this algorithm. The goal is to generate consistent returns greater than money markets and CDs after fees.

Tempo Multi-Asset Dynamic Growth Strategy

Utilizing a proprietary algorithm, the Tempo Multi-Asset Dynamic Growth Strategy will allocate accounts among all asset classes (US equity, international equity, equity sectors, fixed income, and alternative funds). Tempo Financial Advisors rebalances portfolios periodically in accordance with this algorithm. The goal is to generate consistent "equity-like" returns after fees with greatly reduced risk.

Please contact us for performance and fee information.