Investment management is the professional management of a client’s investments to reach a specified goal. Here at JV Global Capital, we create an investment strategy that is catered to each client. While there are many factors involved in the process, there are three main categories which are emphasized in the planning process. These would be:
- Time Horizon
- Risk Tolerance
- Current financial position
By incorporating all these aspects into the investment strategy, we will be able to construct a portfolio that adequately addresses your goals. Not only do these categories allow us to create a corresponding portfolio, but it would also help expose any misconceptions that you may have regarding your goals. It is possible that you may be over- or under- estimating the amount necessary for your goals. For example, let’s say that you have estimated that you would need your retirement account to be worth $4,000,000 by the time you retire to meet your necessities. However, you have not included the value of your 401(k) or social security benefits. While the three previously mentioned factors are the most important, it is imperative that you provide as many details as possible so the most accurate representation can be formulated.
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