Understanding Asset Management
My role of as an asset manger has a dual mandate – to work towards the appreciation of your assets over time while mitigating risk. This is done through determining what investments to make, or avoid, that will grow your portfolio. Rigorous research is conducted on my end, utilizing both macro and micro analytical tools including: statistical analysis of the prevailing market trends, interviews with company officials, and anything else that would aid in achieving the stated goal of client asset appreciation.
A Little About Stocks, Bonds & Mutual Funds
Bonds
We believe bonds can play an important role in a well-diversified portfolio. Bonds can provide predictable income and, most important, principal protection. Also bonds may help minimize overall volatility.
Stocks
By purchasing stock, you are actually paying for a small percentage of everything the company owns. Generally, investors purchase stock to realize capital gains.
Mutual Funds
Mutual funds are a way of multiplying your purchasing power and diversify your holdings. In order to find one that’s right for you, you’ll need to understand the following terms: open-end and closed-end funds, ETF funds, load and no-load funds.
