Developing Proper Investment Strategies

Developing the proper investment strategy requires clients to clearly and defines the long, short and medium term rational for the portfolio. Several critical questions that should be considered are:

  • What are the investment objectives of the portfolio?
  • What appropriate investment strategies will achieve these objectives?
  • What is the risk tolerance relative to the objectives?
  • What is the time horizon for achieving the objectives?
  • What is the investor’s risk tolerance level?

Defining client portfolio objectives will provide a clear road map for developing the proper investment strategy, with the correct balance of risk.