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portfolio strategy

Diversified portfolios.
Real estate and alternative assets.

Domain works collaboratively with consultants, Boards of Trustees and legal advisors to formulate a portfolio strategy that may include both existing assets and new investments. In constructing an investment portfolio, our objective is to consistently foster a collaborative approach that provides an evolving roadmap to match investors’ goals through open communication and a strategy that’s right for the investor.

Portfolio Diversification Considerations

asset type

(debt vs. equity)

industry

investment type

property type

geography

projected hold period

return profile

(income vs. appreciation)

risk tolerance / target return

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