
Investment Management
Whether you are building wealth, or simply trying to preserve it you will be provided with prudent recommendations to help you reach your financial goals.
Your money will be allocated in the most cost-effective manner among various suitable asset classes, commonly referred to as asset allocation.
Depending on the account size and your risk tolerance, your money will be invested in one or a mix of the following financial securities:
-
Exchange Traded Funds (ETFs)
-
No-load mutual funds
-
Individual stocks and bonds
-
Options (covered calls & collars)
In general for most clients portfolios will be invested in ETFs. Any investment in an individual stock will be as a result of special opportunities and the investments in that stock will be usually between 1% to 5% of an account total value. The general decision on what to buy and eventually when it should be sold will be made based on traditional fundamental valuation parameters, while the exact timing of the buy and the sell will be based on widely used technical analysis.
​
​
​