Asset Allocation

InterServ’s Defined Contribution Managed Asset Portfolios (DC MAP) incorporate Modern Portfolio Theory, allowing us to construct a series of efficient portfolios that optimize the risk and return profile in each account. We consistently monitor financial markets and evaluate the different funds to help ensure they achieve their investment objectives. We actively manage the portfolio and make changes as needed. Additionally, the portfolios are rebalanced, if necessary, to keep them in line with desired allocations. InterServ’s asset allocations are designed to achieve the highest level of return for the amount of risk assumed in the portfolio.