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You are here: Business Finance The Art of Not Putting all your Eggs in One Basket
Asset allocation is the process of spreading investments among different asset classes such as stocks, bonds and cash. It takes time, planning and experience. Different asset classes react in different ways to ever-changing market conditions, and wise asset allocation can help individuals weather market gyrations, increasing their positions for better overall returns.

Oklahoma City-based Asset Services Company consists of a unique team of investment advisors – they call themselves investment architects – with a focus on prudent asset allocation strategies used to help their growing and affluent client base achieve financial goals.

Clients, mostly ultra-high net worth families, foundations, endowments and corporations, are primarily situated in the Oklahoma, Texas, East and Gulf Coast regions. Founded by Dan Junkin in 1985, son Peter now mans the helm. “We take a different approach to each client. We spend a great deal of time with them making sure we know who they are, what they are looking for and ultimately what they need. We look at risk tolerance and time frame.”  Setting up a workable, appropriate and fruitful asset allocation portfolio is “not a short process,” Junkin says with conviction.

As a company, ASC takes a long-term approach to investing, instead of worrying too much about the day-to-day swings in the stock market. The fact the firm didn’t lose any clients during the recent market crash is a testament to Asset Services’ commitment and prowess.

“Asset allocation,” Junkin says, “is the most important aspect of a client’s investment portfolio.”  Simply said, not putting all your eggs in one basket can help keep your nest egg from getting fried.

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