What is your investment strategy?
Caligiuri Financial utilizes a “top-down” approach to investing that emphasizes asset allocation instead of individual security selection.
Research has shown that investment performance is primarily a result of asset allocation decisions (e.g. stocks vs. bonds) as opposed to individual stock or bond selection.
Furthermore, Caligiuri Financial believes the best way to invest in various asset classes is through low-cost, broadly diversified funds that provide exposure to thousands of different companies.