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Five Stage Advisory Process

Stage 3: Tactical Asset Allocation

Tactical asset allocation is about actively interpreting financial and economic information, anticipating the implications to your wealth and making adjustments to your asset class weightings.  Just as “a rising tide will lift all boats” when sentiment reverses so too does the market, therefore rather than dropping anchor and riding out the storm, we believe in moving with the tide. 

To us the value of investment is made by the decision to be ‘in the market’ or to be ‘out of the market’.  In this stage we take the time to consider and discuss investment markets, before moving to stages 4 and 5, the investment decisions.  At JAS Wealth we believe the focus on this element of the advisory process is one of our key points of difference.

What do others say about tactical asset allocation? Click here to find out

We are passionate about providing the highest level of financial planning and investment advice, that adds value to our clients.


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