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Portfolio Analysis
“When it comes to investing, there is no such thing as a one-size-fits- all portfolio.”

Barry Ritholtz

We are able to offer portfolio management services through our partnership with Q Wealth Partners, which gives us access to their professional team of Portfolio Managers.

Portfolio analysis or management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor.

The key to effective portfolio management is the long-term mix of assets. Generally, that means stocks, bonds, commodities, cash and cash equivalents. Diversification is key in portfolio management.

A person’s risk tolerance, investment objectives, and timelines are all critical factors when assembling and adjusting an investment portfolio.

“The key to financial freedom and great wealth is a person’s ability or skill to convert earned income into passive income and/or portfolio income”

Robert Kiyosaki

The analysis of an individual portfolio is best conducted by a Portfolio Manager who has the required knowledge and expertise to properly evaluate all the different variables that affect the long-term performance of different asset classes.

By measuring an investor’s short- and long-term investment goals against various investment possibilities and return probabilities, a Portfolio Manager can assist an investor in determining the portfolio combination best suited to their unique situation.

Call our office today if you have questions about your own portfolio asset allocation.

“The challenge is not to pick the best investment. The challenge is to pick the right investment”

Don Connelly

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