When exploring the world of investments, it’s important to gain a broad perspective of how each investment may work towards achieving your objectives.

Each type of investment has its own characteristics which, when applied individually, may not be appropriate for your financial profile. However, when they are strategically combined in a portfolio and professionally managed, they can work in concert towards your investment objectives and within your risk parameters.  It is, therefore, important to consider all investments in light of your specific objectives and risk tolerance.

All of these investments entail market risk which means there is always the possibility of selling an investment for less than its purchase price. Investors should fully understand their own tolerance for risk. Market risk may be reduced through a well-conceived, broadly-diversified investment strategy consisting of multiple asset classes. Working together, we can help you identify your investment objectives and risk profile in order to create a customized, long-term investment plan.  Although certainly not an exhaustive list, some of the various types of investments available in today’s complex financial environment are set forth below:

  • Stocks
  • Exchange Traded Funds (ETF’s)
  • Mutual Funds
  • Index Funds
  • Government Bonds
  • Corporate Bonds
  • Real Estate Investment Trusts (REIT’s)
  • Unit Investment Trusts (UIT’s)

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Investment Management