Allison Huke is now serving in a new position at Cassaday & Co., Inc.

Jul 12, 2018
Board and Executive Moves
Background Information
Cassaday & Co. is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Cassaday & Co.’s investment philosophy is designed for investors who desire a buy and hold strategy. The firm primarily uses mutual funds and portfolios of conservative fixed income securities and may also utilize Exchange Traded Funds (ETFs) to represent a market sector. Their Investment Policy Committee (IPC) regularly reviews their clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.