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| Strategy Overview |
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| Asset Allocation |
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| We develop a customized allocation based on both your individual investment needs and our experience assessing risk-reward trade-offs between asset classes. We are able to consider your entire investment profile, including assets held outside of Miracle Mile Advisors. Our process is risk-focused, which helps us to determine your sensitivity to various market conditions, with an emphasis on isolating your tolerance for downside risk during negative market periods. This gives our clients a transparent starting point and helps them adapt to changing market conditions. |
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| Investment Selection |
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We primarily populate the allocation with carefully selected Exchange Traded Funds in both traditional and alternative asset classes. We research the 700+ fund universe of investment choices to build an efficient, transparent and value-added portfolio. For clients who prefer holding individual bonds to ETFs, we may also build a diversified and tax-aware portfolio of fixed income investments.
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| How we use ETFs |
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| Monitoring & Rebalancing |
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| We continually monitor the portfolio and market conditions, and rebalance the portfolio as necessary to reap the benefits of our asset allocation strategy. |
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