Bedrock's Core Assets
Instead of investing a clients’ assets in individual stocks, Bedrock uses a tactical asset allocation approach to rebalancing clients’ core portfolio based on their specific risk targets. The assets used for this analytical include:
- Stocks - represented by the S&P 500 Index
- Bonds - represented by long-term investment grade bonds
- Cash - in core money market funds with the best tax advantage for each client
To maximize client returns Bedrock uses no-load mutual funds having the lowest management costs for each of the assets classes available for each core asset.
