Asset Allocation Process
Based on the many conversations we have with our network of industry professionals, we formulate an asset allocation strategy which we believe reflects the risk return characteristics consistent with the clients’ investment policy and goals. In addition, we are continuously looking for opportunities to invest in sectors that are undervalued, based on external research we conduct through the many discussions we have and the conferences we attend.
Villafranco Wealth Management has been actively investing with hedge funds since 1999. As a result of these activities we have access to a number of hedge funds in the U.S. Equity long/short sector, European Equity, Emerging Market Equity and Debt, Event Driven/Special Situations, High Yield and Distressed Bonds, Commodities, Real Estate and Fixed Income Arbitrage. In addition, our relationships with fund of fund groups further enhances our investment research and manager due diligence.
The hedge fund sector is a very highly regulated and taxed area. Based on our long term investments in this sector we have the knowledge and contacts to keep well informed of changes or proposed changes by Congress in this regulated investment area.