Do you need help with your investment plan?

Author: Ivon T. Hughes

“You’ve got to be very careful if you don’t know where you’re going, because you might not get there.” -Yogi Bera

If you are serious about investing, we strongly recommend you have a written investment plan.

This document will form the foundation of your investment portfolio and will serve as a useful reminder of why you made particular investment decisions.

The problem for many of us is that starting to write an investment plan can be intimidating. We can get you started with a simple “4P” strategy.

  1. Plan
    Your investment plan is a customized document that should detail your investor profile (see below), the necessary steps you need to take to reach your objectives and an action plan detailing how your asset mix will help you achieve your financial goals.
  2. Principles
    In order to develop a portfolio that will enable you to meet your goals, we will help you understand certain fundamental principles of investing, such as the risk-return trade-off and the importance of diversification.
  3. Profile
    Determining your specific profile includes understanding your personal circumstances and financial situation, investment objectives, risk tolerance, financial goals, and investment knowledge and experience.
  4. Portfolio
    The previous three steps will lead to the creation of your personalized portfolio that should be the basis of your 5-year investment plan, and enable you to achieve your goals while allowing you sleep at night!

By helping you understand the key Investment Principles and determining your Investor Profile we will work together to develop a suitable investment Portfolio that will form the foundation of your long-term Investment Plan.

We want to help you strengthen your financial security by ensuring you have a solid investment plan. Contact us for more information or learn more about this 4P strategy on our website.