Asset Management: Wealth Management Portfolio Services

Flautt Hare Davis seeks to provide our clients with investment returns that are consistent, competitive, and meet their personal objectives. Our asset allocation process requires that we work with you as a team to organize and plan your investments.  Our collaborative process is specifically designed to provide you with a greater understanding of your portfolio. Ideally, this increased level of knowledge will lead to greater comfort with the investing process.

Asset allocation is designed with the goal of helping you benefit from:

  • Reduced risk
  • Preservation of capital
  • Increased liquidity
  • A portfolio structured to work efficiently under changing market conditions

What is Asset Allocation Versus Diversification?

Asset allocation and diversification sound very similar, but that similarity is only on the surface. Both seek to reduce risk in your portfolio, and both involve diversification by spreading money among several different investments. By diversifying your funds into a variety of alternatives, it is possible to mitigate the chances of suffering a catastrophic financial loss if one of the investments performs poorly.

Asset allocation, however, takes it one step further by diversifying your portfolio not just among different investments, but among different investment classes: stocks, fixed income alternatives, cash equivalents, or other tangible assets such as real estate.

Every investment involves some level of risk. Even CDs, carry the risk that the rate of return received may not keep up with inflation and taxes. Given that some degree of investment risk is unavoidable, your goal should be to increase your investment returns while managing risk

Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. CD's are FDIC Insured and offer a fixed rate of return if held to maturity.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Flautt Hare Davis LLC and IFP are separate entities from LPL Financial.

330 Mallory Station Rd. Suite A-2  Franklin, TN 37067 Phone: (615) 661-8828 Fax: (866) 661-6252 Email:

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