Investment management is where I make decisions on your behalf to optimize your investments, aiming to achieve specific financial goals we have set together.
Depending on your financial goals, I consider the following when managing your investments:
- Portfolio construction: Create a diversified investment portfolio.
- Risk assessment: Assess the risk tolerance and capacity of the portfolio to handle market fluctuations.
- Investment reach: Conduct research to identify suitable investment opportunities.
- Trading and execution: Conduct the buying and selling of securities within the portfolio.
- Performance monitoring: Assess how investments are performing and whether the overall portfolio aligns with your goals.
If I manage your investments, I will continuously update you on your portfolio as it is important for you to know how close you are to meeting your financial goals.
