Matt Eitner is a registered investment advisor who has nearly two decades of experience in the financial industry. Since 2010, Matt Eitner has served as the CEO of Laidlaw & Company in New York City. Laidlaw & Company is a full-service investment and brokerage firm that caters to high-net-worth individuals and institutional clients. The company was founded in 1842, and employs a client-driven approach to financial planning that relies on 11 different asset allocation strategies.
Asset allocation refers to an investment strategy that seeks to achieve an optimal mix of risk and reward for a portfolio. Appropriate asset allocation is often regarded as a principal determinant of investment returns.
Typically, the strategy involves dividing assets according to four client-driven factors: risk tolerance, financial goals, investment horizon, and market conditions. Laidlaw & Company’s asset allocation strategy utilizes low-cost, passive exchange traded funds for equity exposure, in addition to fixed-income exposure through actively managed funds.
For additional information on Laidlaw & Company’s financial planning process, visit www.laidlawltd.com.
Asset allocation refers to an investment strategy that seeks to achieve an optimal mix of risk and reward for a portfolio. Appropriate asset allocation is often regarded as a principal determinant of investment returns.
Typically, the strategy involves dividing assets according to four client-driven factors: risk tolerance, financial goals, investment horizon, and market conditions. Laidlaw & Company’s asset allocation strategy utilizes low-cost, passive exchange traded funds for equity exposure, in addition to fixed-income exposure through actively managed funds.
For additional information on Laidlaw & Company’s financial planning process, visit www.laidlawltd.com.
