At Yanni Partners, we believe that
asset allocation is the most important investment decision
that our clients make. Consequently, we devote considerable
effort to independently develop and provide our clients with
information that is critically important in making this decision.
Under the direction of our Chief Investment Strategist, David
Hammerstein, CFA, our firm has developed a process for constructing
capital market risk and return assumptions. These assumptions
directly impact any asset allocation recommendations that
we make to our clients and are central to our ability to identify
the optimal risk-return relationship for a client portfolio.
We also make them available to our clients as an additional
resource. If you are a client or are evaluating the possibility
of working with us, please feel free to contact us for a copy
of our most recent capital markets assumptions.
