Investment Management is like having financial experts or investment managers guide you in making smart financial decisions to grow and protect money. The financial advisor will guide you in making decisions about investing money, how to allocate and where to invest and mainly protecting the invested capital.
The investment advisor will first start by understanding what your financial goals are, retiring comfortably, buying a house, or sending your kids to college. The process will start with understanding your goals and objectives.
Next, would be understanding how the funds, bonds, stocks need to be allocated. This process is called asset allocation which is based on risk tolerance, time span and financial goals.
The investment manager will create a portfolio based on market trends, potential returns, and specific investments that they believe will give you best return.
Reducing risk is the most crucial part an investment management. The financial advisor will diversify your investments to reduce risks. They will adjust portfolios based on market conditions and replace underperforming investments.
This is typically known as portfolio monitoring and rebalancing as the financial advisor makes adjustments to the asset allocation.
Investment managers stay informed about economic trends, market trends, and geopolitical events to ensure investments align with the financial strategy.
Clients are regularly informed about the performance of their investments. If changes in the market occur, clients are informed when adjustments are made to their portfolio.
The investment managers are obligated to act in the best interests of their clients as this is their fiduciary duty. They put their clients interests before their own and provide a unbiased advice.
At Karstens Wealth, our investment managers, located in Hinsdale, offer their expertise in navigating the complex financial market. Our goal is to help you navigate and optimize investment returns based on your financial objectives or financial security.
Karstens Wealth’s ultimate goal is to help you reach your destination – we help you get to your journey that is well planned.
At Karstens Wealth our investment management tailor a plan to fit your unique journey and guide you toward your financial goals.