Modern Portfolio Theory

You need to feel assured that your portfolio is being managed
using master strokes of care and discipline.

That’s why we approach investing using this Nobel Prize-winning theory.

Modern Portfolio Theory is a calculated and disciplined approach to investing in a portfolio of assets. It’s an approach that looks at expected returns, risk (standard deviation and variance), correlations and other statistical measures of asset classes.

In 1990, American economist Harry Markowitz was awarded the Nobel Prize in economics for this pioneering work, rooted in these basic tenets:

Please note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Ironwood Wealth Management) will be profitable, or equal any historical performance level(s).