MVO is a mathematical process that calculates the security, or asset class weights, that provide the maximum expected return for a given level of risk. MVO considers expected security returns, expected standard deviation (risk), and cross-security correlations.
Helping Our Clients Balance Risk and Return
Stark Financial Adviser's investment style includes Mean-variance optimization (MVO), Dynamic Asset Allocation, and Tactical Asset Allocation.
Stark Financial invests in equities, both domestic, and international. International investments include those of developing and developed countries. We also invest in real estate securities, commodities, and domestic and foreign fixed income securities.
In providing its services, the standard of care exercised is to act with the care, skill, prudence and diligence under the circumstances then prevailing that a prudent man acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims.
Tactical Asset Allocation is the process of diverging from strategic asset
allocation when Stark Financial's short-term forecasts deviate from
© Copyright 2002-2013 Stark Financial Advisers, Inc. All rights reserved.