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A well defined investment strategy starts with a detailed discussion of your financial goals. A profile is developed that incorporates the following:
- Risk Tolerance
- Tax status
- Income needs
- Time Horizon
- Estate Planning Needs
- Business succession plans
After careful consideration of all aspects of a clients' financial situation an appropriate portfolio can be structured. Assets then may be allocated among equities, fixed income securities, and money market instruments. The weighting of stock versus bonds (taxable and/or tax-exempt) and cash depends on long term growth requirements, income needs and, most importantly, tolerance for risk.
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