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Asset Management

Getting Started

Designing an investment portfolio involves creating a policy to fit your needs based on investment goals, risk tolerance, and time horizon.

You may ask yourself why are you investing? buy a house? Retire early? Children’s education?

What is the proper asset allocation for your particular situation? Your answers are a starting point for constructing an investment policy and mapping out a portfolio design.

How comfortable you are with investing? Are you a cautious investor, or are you willing to take risks? What is your time frame for investing? Finally, determine what types of investments will best help you work toward your goals

For more information on this topic, see Designing an Investment Portfolio.

Managing an investment portfolio

Once you have settled on a policy that reflects your attitudes to pursue your goals, the subsequent selection of a portfolio of investments (the actual buying and selling) is essential.

Managing a portfolio is one of the most important steps in the investment process. Properly managing a portfolio requires knowing what investments to purchase, when to buy and sell, constant monitoring, rebalancing and making adjustments as needed. This part of the investment process is usually best left to a financial planner or advisor.

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.

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