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Investment Management

Investment management refers to the process of handling assets and investments such as stocks, bonds, and funds. Successful investment management requires a comprehensive strategy, not just buying and selling tactics. A financial advisor can help you create a short- or long-term plan for acquiring and selling portfolio holdings based on your goals and level of risk tolerance. An advisor can also provide other financial services, including banking, budgeting, asset allocation, and tax planning.

Investment Management Steps

Depending on your financial objectives and risk tolerance, your investment manager may recommend investing in different investments, including bonds, equities, commodities, or real estate. Those who want a more diverse portfolio may also invest in commodities, artwork, or precious metals such as gold and silver. An investment manager strives to align your investments to match your retirement and estate planning strategy.
While each investment plan is customized to your age, goals, and income level, the following steps are the foundation of any basic strategy:

  • Evaluate your assets and clarify goals
  • Define your level of risk tolerance
  • Study the market
  • Find the appropriate investments
  • Diversify your portfolio
  • Monitor progress and make changes are necessary

If you are looking for short-term gains, you should adopt an aggressive investment strategy. Those wanting a long-term approach should focus on more stable investments.

Work With Secure Planning Group, LLC

Are you looking to start an investment portfolio or diversify your current holdings? Contact Secure Planning Group, LLC to schedule an appointment with one of our experienced financial professionals.