Get Started Today.
Shelburne Fiduciary Partners, an affiliate of One Day In July, utilizes a team-based approach to provide advisory services to its individual and institutional clients.
Shelburne Fiduciary Partners Financial Advisors are registered as Investment Advisor Representatives with One Day In July LLC, an SEC-Registered Investment Advisory Firm headquartered in Burlington, Vermont.
Establish Target Risk Profile. This involves setting long-term targets for overall equity and fixed income exposures. The primary drivers of this decision include: risk tolerance, liability profile, and annual income or cash flow needs, among other factors.
Asset Allocation.Within each broad equity and fixed income category, target asset allocations are established. If there is a benchmark in place, targets are generally stated relative to that benchmark. Asset allocation targets are reviewed on an ongoing basis and may be shifted as market opportunities evolve.
Security Selection. For each target allocation, we begin with the full universe of available exchange-traded-funds and screen out funds that are either too expensive or too small to fit our criteria.
Portfolio Monitoring. Once established, portfolio exposures are monitored on both an absolute and benchmark-relative basis to ensure that guideline compliance is maintained and that allocations remain within target ranges.
v 2.4.67 | © One Day In July LLC. All Rights Reserved.
