Gould Asset Management: BenchmarkPlus Strategy

Gould’s BenchmarkPlus strategy enables clients to select a conventional fixed benchmark (e.g., 60% stocks, 40% bonds) based primarily on risk tolerance and time horizon. Gould then allocates assets across a diversified range of equity and fixed-income categories, applying a consistent process over time. This strategy’s goal is to improve upon the benchmark's performance through a combination of enhanced return and/or reduced risk, while seeking a high degree of predictable performance relative to the benchmark.

Note: The portfolio shown above is purely an example and should not be construed as investment advice. An actual client portfolio is determined based upon that client’s particular objectives, risk tolerance and circumstances, after consultation with Gould and entry into an investment advisory relationship.