Traditional asset-allocation is often based upon relative valuation. Meaning, one would hold larger positions in firms after reviewing historical data and pricing against peers. For example, you may be long Coca-Cola because it has a relatively cheap P/E ratio among ...
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All Securities and Advisory Services provided under the name Ensemble Financial, Inc. are offered through Titleist Asset Management, Ltd. ("TAM"), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. Customers working with Ensemble Financial, Inc. will be dealing solely through TAM with respect to their investment, brokerage and securities transactions. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. Member FINRA & SIPC.