Strategic Asset Allocation

The Consulting Group in collaboration with your Oppenheimer Financial Advisor, can create a personalized asset allocation plan for you through a careful analysis of your needs and objectives. We evaluate your financial goals time horizon, investment history and expectations, and risk tolerance in order to identify a strategy that is appropriate for you. In our asset allocation proposals, we combine a personal assessment of your unique
circumstances with a deep understanding and analysis of the technical nature of each asset class. Our in-depth
analysis contributes to the development of asset allocation strategies that are geared toward meeting your specific goals and objectives.

Throughout our process of establishing asset allocation plans, we make no presumption on which asset classes may outperform others in the short run. We believe that market-timing efforts are rarely successful over the long term, and involve a level of risk that can be avoided through disciplined strategic asset allocation. Asset allocation, however, is not a one-time event; asset allocations can be changed over time as investment objectives shift due to life events. With ongoing asset allocation recommendations through the Consulting Group, you can make sure that your investments are aligned with your changing financial goals.