Investment Risk and Diversification
While Trust Point is almost a century old, a key principle behind our investment strategy dates back to 1952. That was the year that Dr. Harry Markowitz published his landmark article “Portfolio Selection” in Journal of Finance.
Dr. Markowitz provided a tool that helps us determine which portfolios will achieve the desired return with the lowest possible risk, as well as the portfolios in which no added return can be generated without increasing the risk.
These tools enable us to create and maintain a portfolio that meets your objectives and risk profile.
