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Investment strategy Wealth management experts use a variety of strategies to manage their client's wealth. One such strategy is asset allocation. This involves dividing an individual's portfolio among various asset classes, so that losses in one asset do not have a large effect on other assets. Another strategy is rebalancing, which involves realigning an individual's portfolio so that it matches its goals. Asset allocation For investors who have significant assets, a customized asset allocation strategy is critical. Your we... more