GMT Wealth Management


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208-783-0505
215 Oregon Street
Kellogg, Idaho 83837

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Asset Allocation

We are holistic financial advisors. That means we look at the whole picture—especially regarding Asset Allocation. The division of assets within an investor’s portfolio (called asset allocation) is generally accepted to be one of the most important decisions to be made in the investment process.  Widely accepted academic research* demonstrates that approximately 90% of long-term investment returns can be traced back to asset allocation.

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GMT Wealth Management
215 Oregon Street
Kellogg, ID 83837
Phone: (208) 783-0505