Independently managing and monitoring your portfolio has several benefits. Apart from the obvious advantage of having an investment expert keeping and eye on the markets for you, removing the emotional aspect of you managing your own money is hugely beneficial. It has been shown in studies that 66% of investors acknowledge buying stocks on a whim, and having a financial adviser is a good way to avoid that emotional decision making flaw.
Our process starts with a discussion about to risk appetite. We take this information and prepare a portfolio of stocks, bonds and cash to match. Then we invest according to the plan, rebalancing each quarter, and report back. Each year we will re-assess your risk appetite and if things have changed (as they often do for all of us) we will adjust the portfolio at the next quarter end.
Our process starts with a discussion about to risk appetite. We take this information and prepare a portfolio of stocks, bonds and cash to match. Then we invest according to the plan, rebalancing each quarter, and report back. Each year we will re-assess your risk appetite and if things have changed (as they often do for all of us) we will adjust the portfolio at the next quarter end.
Assess Your Risk Profile:
By answering a series of questions about goals, time frames and attitudes during the fact finding process, you and your financial adviser will be able to determine your risk profile – which will help you make the right investment choices for your situation. When it comes to deciding what to invest in, it all comes down to getting the right mix of assets. This varies from person to person and will usually be determined by your risk profile, your goals and your personal circumstances. Contact us to discuss your situation and find out what works for you.
Complete Our Risk Profile Questionnaire:
Become an Investment Client:
Please download and read our disclosure brochure and privacy policy here
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