Investment Management

Investment management isn’t just about balancing your assets to keep your risk tolerance steady. It’s also about keeping your assets diversified without investing too much in any one industry or company. Most people don’t even understand the connections between all the different businesses, let alone how many of your assets are tied up in each of them.

As your wealth grows, it’s just as important to maintain and preserve your wealth as to grow it further. Depending on your objectives, you may decide to keep some of your assets as liquid capital. Whether you want to retire early, invest in a new business, or fund another dream, it’s good practice to plan ahead. Don’t wait until retirement to evaluate your investment strategy. Instead, I recommend scheduling regular reviews of your finances to prevent surprises.

There are different paths to building wealth. Which ones you choose depends on your goal. Here are some examples of investment management accounts:

• Retirement accounts 
• Education plans for your child
• Mutual funds to save for an event, such as a child’s wedding
• Investment accounts to build generational wealth
• Trust funds as part of an estate plan

Investment planning doesn’t just involve buying and selling assets. A good financial advisor will also talk to you about mitigating risk and insuring your assets to protect your hard-earned money. 

If you have questions about investment management, you’re not alone. I understand that planning your financial future is a tremendous undertaking. Here are some FAQs that may help you:

Why Does Investment Management Matter?

With proper investment management, you can increase your earnings and mitigate your losses. Buying and selling assets can sometimes be done on autopilot, but without a regular portfolio review, you might not get the best possible results. I can help you manage your money wisely and zero- in on your investment goals.

What Does Proper Investment Planning Look Like?

Proper investment planning involves identifying your goals and objectives to build a plan for your financial future. Getting proper insurance coverage lays the groundwork for maintaining your wealth. A financial advisor can help you manage all the moving parts to create one cohesive financial plan for you and your family.

What’s the First Step in Investment Management?

Proper investment planning involves understanding your current financial situation and goals. Ask yourself some questions about where you are and where you want to be. For example, do you want to retire in two decades or sooner? Are you saving for college for your child? Are you interested in saving up money for starting a business or fulfilling a lifelong dream? Do you just want to save for retirement? What kind of lifestyle do you want to enjoy during retirement? The answers to those questions will determine the next step.