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At Worthington Wealth Management, our style is outside of the box so we don't put you into one. Allocating for Alpha is our portfolio construction process that is daily dynamic rather than pie-chart static. Pie chart investment methods may work for some, but we are guided by your strategy and driven by the market's mood overlaid on top. Simply, we adjust based on what the markets are telling us right now. “Alpha” is the excess return over that which you could earn yourself using the underlying indexes.
Because we're always planning for excess returns, you can relax.