A disciplined process honed and proven over four decades
What is TimeLining®? How can it help?
The traditional presentation of allocation strategies can be confusing.
TimeLining® is a disciplined process originally developed by Eliot Weissberg four decades ago and trademarked in 2009. It’s an intuitive framework that illustrates strategies in relation to phases of life. This helps you picture how your portfolio strategy aligns with your future and allows you to be more confident in pursuing your investment objectives and more tolerant of market ups and downs.
TimeLining® is designed to create successful client/advisor relationships and more desirable outcomes.
Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable or protect against a loss. Investing involves risk, and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
