Investment Management

INVESTMENT MANAGEMENT

The three most important aspects of investing are growth, capital preservation and income.

It is understood that one of the main reasons that people fail to accomplish their financial planning objectives is because they procrastinate too much. You will always find a self-confirmed reason not to start investing, it is too risky, I don’t understand, that is not for me, I don’t have much money to invest, etc. What people don’t realize is that the moment is NOW, people many times are hesitant to take that first step but after starting they stick to their plan.

Should I Save? Or Should I Invest?

One thing to take into consideration is that investing and saving are very different in their nature. You first need to save to be able to invest. The concept of saving, is to set aside money to be used later towards a financial goal. It does not manner how or where you put your savings since you are then going to establish an investing strategy. Investing is the action of putting those savings to work towards your financial goal through different investment vehicles. Depending on your goal, you will invest accordingly. Since not all investments are equal, you may invest in stocks, bonds, mutual funds, ETF’s, cash equivalents, real estate and even precious metals. Each of them have different risks that can help you accomplish your goal. It is said that the greater your risk, the greater your reward.

Why invest?

It is as fact that the cost of living is going up every day. Even so that the Social Security Administration did not rise the cost of living adjustment towards the latest benefit calculations. This means that you will get less social security income than past generations. Even though investments may represent a risk due to market fluctuations, it is wise to invest in order to be able to face those financial challenges in the future.

You are responsible for your finances and the ability to accomplish your financial independence. If you don’t feel comfortable about investing, hire a financial advisor that can guide you towards your financial success. Employers are also encouraging people to start investing and developing their investing strategies themselves. During the years there has been a significant decrease in employer pension plans and an increase in 401(k)’s that transfer the responsibility to the employee for them to retire with sufficient savings.

No one has the same financial goals for the future. The key is to identify your goal and invest accordingly to accomplish it. You should establish short, mid and long term financial goals.

We will develop a tailor-made financial planning strategy just for you to accomplish your financial success. Whether you’re investing for short term goals or for the future, a financial professional will take you step by step and establish a plan towards your financial success.

What is the process?

Identify your needs and objectives. After a complete understanding of your goals and objectives. We develop a customized financial planning strategy the to accomplish those goals. By evaluation your tax status, portfolio concentrations, and liquidity needs. We have a better understanding of where you are and where you need to be.
Establish an asset allocation strategy. An effective asset allocation strategy, will level your risk according to your goals and risk tolerance. This will help diversify your risk throughout the whole planning process.
Build your portfolio. By strategically selecting your investments options, we will establish and asset allocation mix that fits both your risk tolerance and financial goals. The most important thing about building a successful investment portfolio is the assets that are considered to accomplish that goal. By diversifying your investments in different styles and sectors you will have greater chance of success and balance your risk vs. reward strategies. Our experienced investment professionals, will guide you through this journey By having a quantitative and qualitative approach, our experienced financial professionals will guide you through this journey. Ensuring that each strategy has consistency in style, performance and expense philosophy.
Monitor the plan. To help ensure that your long-term goals are accomplished. We need to continuously monitor your plan and make sure that you are on target. By monitoring the plan, we will identify if any strategy needs to be adjusted to help meet our investment philosophy and financial goals.

How can we help you in 3 simple steps?

1) Identify your needs

Starting with a single dialogue, we listen carefully. We establish a clear and comprehensive definition of what are you looking for.

2) Explore alternatives

With highly trained professionals in a variety of financial disciplines and concepts. We strategize the most suitable and individually design plan for you.

3) Recommend best strategies for you

At this point we discuss the strategy most suitable for your needs. Now you are ready to take action on your financial success and achievement of your goals.

Everything starts with a call... +1 787 771 0005

We are here to assist you

By phone, email or our social media channels

Have A Question? >> Contact Us Today

* All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. A diversified portfolio does not assure a profit or protect against loss in a declining market.