At People Wealth Matters our clients invest in:
– Stocks
– Bonds
– Mutual Funds
– Alternative Investments
…or a combination of the above
All these investments involve risk but they also connote the idea that safety of principal is important. Many people have a portfolio that is a collection of different investments. The purpose of a portfolio is to reduce risk by diversification*. Have you ever wondered what is it that you own in your portfolio and why? How much risk are you taking to achieve desired returns? How do you measure risk to begin with?
At People Wealth Matters we address these questions at the portfolio review or design session. Our process includes:
– Setting objectives as to risk and return of a specific portfolio
– Defining the asset allocation strategy
– Establishing management procedures
– Determining communication procedures