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Investment Management It may be the time and attention
needed to manage a portfolio, or perhaps it’s the expertise that today’s
financial markets demand. Whatever
the reason, many people are seeking help and advice from professionals for the
many decisions related to investments.
Where to invest liquid assets might seem to be an obvious first question,
but it isn’t. Often that decision
should follow the decisions of what level of return do I need to earn, how much
risk am I willing to take, what should my overall allocation of assets be.
Knowing the answers to these questions can narrow considerably the
choices of where to invest. Even when you know where to invest
your money, the process has just begun. The
rate at which the purchases are made, the execution of the purchase
transactions, transfers, account applications, tracking and monitoring are all
the day-to-day details required for implementation of your plan.
At Lassus Wherley & Associates, we can make this happen for you, and make sure it all
gets done on a timely basis. As investment decisions are being
implemented, we monitor performance, evaluate new opportunities, assess trends
and report on results. Our
investment management process keeps us in touch with you and abreast of the
changes in your life. Our
professional team is available for discussions, to assist you with decisions
affecting your future and contingencies, should they be needed.
Our investment management fees
are based on a percentage of invested assets and the process includes the
following steps: · Determination of targeted return on investments · Risk assessment · Overall asset allocation to meet your unique goals · Specific investment recommendations · Investment implementation and performance monitoring · Ongoing review of current investments · Ongoing search for new investment opportunities · Quarterly reports on your investment program · Capital gains reports for your income tax obligations · Periodic meetings and discussions
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