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Off The Wall


Mar 13, 2023

What is the Flexible Asset Allocation strategy and how do we use it to manage your wealth? Great question! Tune in to this episode to learn everything you need to know about it. 

In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs invite Monument’s Erin Hay, CFA, and Nate Tonsager, CIPM, to talk about the Flexible Asset Allocation (FAA) Model –what it is, where we use it and don’t use it, and how it impacts you and your wealth portfolio. 

The FAA strategy can be the bulk of your portfolio. Sometimes, it might even be your full portfolio because what it does is it navigates risk, and that’s what we’re doing here is we’re trying to identify the trends in the market and take a different standpoint than just a ‘set it and forget it’ kind of model.” Erin Hay 

 Stay tuned for more episodes just like this one where the team breaks down the other various investment strategies we use at Monument Wealth Management! 

Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.  

 

Episode Timeline/Key Highlights: 

[00:33] Introducing the topic of today’s episode. 

[01:38] What is Flexible Asset Allocation? 

[03:38] What is a “trend” in asset management? 

[09:59] Why we don’t deviate from the rules: The systematic part of FAA. 

[12:01] Risk and return of the flexible asset allocation strategy. 

[17:22] What types of assets do you invest in with flexible asset allocation? 

[20:35] Our process for deciding your asset allocation. 

[24:06] Why don’t we do weekly flexible asset allocation? 

[25:20] Can I be 100% allocated to stocks? 

[26:06] When the flexible asset allocation model works and doesn’t work. 

 

Resources Mentioned: 

OECD: https://www.oecd.org   

 

Connect with Monument Wealth Management: 

Visit our website: https://bit.ly/monumentwealthwebsite  

Follow us on Instagram: https://bit.ly/MonumentWealthIG  

Follow us on Twitter: https://bit.ly/MonumentWealthTW  

Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI  

Connect with us on Facebook: https://bit.ly/MonumentWealthFB  

 

About “Off the Wall”: 

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. 

 

Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.