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Developing an Investment Strategy

The crucial step in developing an investment strategy is to determine a client’s appetite for risk.  Every market participant has a specific threshold of tolerance for the risk they are willing to bear with their investments.  The various factors that could affect this threshold include the client’s age, projected retirement age, desired rate of return, disposition towards losses and his or her expectations for portfolio growth.

After defining the client’s tolerance for risk, it is important to determine which of the products we offer would be most compatible with our clients needs and inherent preferences.  It is our job to match clients with the products that will help carry them to where they want to go financially in the manner with which they are most comfortable.