Investment & Portfolio Management
INVESTMENT & PORTFOLIO MANAGEMENT PROCESS
A
t Money Management Services, we can provide you with a customized investment strategy. We begin with establishing a strategy for the foundation of your investment plan that is aligned with your goals, risk tolerance and future outlook of the markets. And because your goals and circumstances can change over time, we will regularly analyze the portfolio performance with you as well as your changing financial situation.
Introductory Phone Call
-Getting to know each other
-Explaining our philosophies and services
-Setting a meeting
Clarify Goals & Objectives Meeting
-Understand your values and priorities
-Establishes foundation for investment plan
Assess Risk Tolerance
-Identify your risk tolerance
Develop Investment Strategy
-Examine goals and objectives, risk tolerance, cash flow requirements, asset values, type and liquidity of assets, income sources other elements
-Create your plan
Determine Account Structure
-Qualified (IRA, Retirement Accounts) or Non- Qualified
-Individual, Joint, Trust or Entity Owned
-Asset Allocation determined by risk tolerance, objectives and time horizon already accessed
Select Investment Managers
-Investment Team meets to choose carefully
-Institutional Fund Managers accessed by unbiased selection
Construct Portfolio
-Implementation
-New Account Forms Signed and Opened
-TOA’s and Outside Account/Investments Transferred In
-Trades placed to begin aligning with plan put in place
Monitor
-Daily Monitoring
-Periodic Re-balancing to stay aligned
-Periodic meetings to stay on target with goals and risk tolerance
