Portfolio Management Services

Evaluate your future strategic direction by helping you to manage your portfolios so you can have better investment decisions.

A portfolio is a grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly tradable securities, like real estate, art, and private investments. Money market accounts make full use of this concept to function properly.

Portfolios are held directly by investors and/or managed by financial professionals and money managers. Investors should construct an investment portfolio in accordance with their risk tolerance and investing objectives. Investors can also have multiple portfolios for various purposes. It all depends on one’s objectives as an investor.

Both risk tolerance and time horizon should be considered when choosing investments to fill out a portfolio.

Understanding Portfolio

An investment portfolio can be thought of like a pie that is divided into pieces of varying sizes, representing a variety of asset classes and/or types of investments to accomplish an appropriate risk-return portfolio allocation. Many different types of securities can be used to build a diversified portfolio, but stocks, bonds, and cash are generally considered a portfolio’s core building blocks. Other potential asset classes include, but aren’t limited to, real estate, gold, and currency.

Impact of Risk Tolerance on Portfolio Allocations

While a financial advisor can develop a generic portfolio model for an individual, an investor’s risk tolerance should have a significant impact on what a portfolio looks like.

Contact Us