Investment Management
There is more to managing an investment portfolio than selecting "good" stocks or funds. Following the advice, "Buy low, sell high" also does not automatically make for good investment management.
Our process focuses on the following areas:
You can try out our risk analysis tools using the link below.
Our process focuses on the following areas:
- We follow a specific process to determine your risk profile. The importance of your risk profile is that it allows us to understand the amount of risk you are willing to accept in your whole portfolio.
- We listen to you as you discuss your financial goals and we ask questions that help us fully understand your financial goals.
- Using this information, we are able to design a portfolio that will fit your risk profile and address your goals and consider efficient income tax strategies.
- We create an Investment Policy Statement for you that guides our investment management decisions and helps you understand how your money is and will be invested.
- We can analyze the likelihood of achieving your goals based on your risk profile and historical market performance. (Keep in mind, past performance is not a guarantee of future results.).
You can try out our risk analysis tools using the link below.