The number and diversity of investment choices available today are staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help protect your portfolio against today's extreme market volatility.
Here is a look inside our investment strategy.
Turmoil in the worldwide financial markets has reiterated the need for diligent risk management. A managed account allows us to more effectively monitor the risk level in the market. When we believe the risk is too high, we have the capability to take action to try to mitigate your exposure.
As investment analyst Louise Yamada said, "There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital." We are very conscious of trying to protect your money during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. No strategy can assure a profit or protect against loss.
Using a managed account; you'll gain access to a broadly diversified list of asset classes and investment sectors. Since our worldwide economy is dynamic, this list of investment options changes on a regular basis. We are continuously monitoring the investment landscape to try to identify tomorrow's winners today. Here are just a few examples of asset classes and investment sectors that are part of our investing universe.