|
| |
| As the noted Brinson study concludes, investment success is caused more
by being in the right type of investment during a given time period than
any other factor,...even more important than being in a certain specific security, stock
or fund. That is why it is more important than ever with more than 10,000 different
mutual fund managers and portfolio managers in America all with distinctly differing
styles and philosophies that you obtain objective guidance in selecting a manager and
management style that reflects your own unique set of circumstances, needs and risk/return
parameters. Once more, you may benefit from a tutorial about Modern Portfolio Theory and
Correlation management as you actually develop some genuine understanding of the financial
realities that you have to come face to face with in establishing an Asset Allocation
model for your assets. That is precisely how we here at Guidance Financial Consultants,
Inc. assist you. With access to the most powerful tools in the industry we can help you
through the process of qualifying exactly what is important to you and then introduce you
to the exact managers, management styles and investment companies with the characteristics
you require. We assist you with the process of establishing a valid and
personalized
Investment Policy Statement specific to your situation allowing
you to set valid goals, discharge fiduciary duties and establish a
systematic method to monitor your results and make appropriate
adjustments. By selecting from among the universe of available managers, services and
products, we can
help you reach your goal of getting the best possible money management system with the
least chance of surprises or disappointments. To Start the process of establishing your own
investment statement of objectives, defining your risk return parameters and developing an
asset allocation model for important investment assets,...click
here, or go directly to download central for our asset allocation and
management questionnaire. You may also wish to view our tutorial on
Asset Allocation and Modern Portfolio Theory. For further
information about our various money management services see our ADV
Pt II.
Return to Home |
|
|
|