Welcome

Making well informed investment decisions in today’s market requires individual investors to seek financial advice from certified professionals. When making portfolio allocation decisions, it’s important to consider the various sources of financial advice available to determine how best to allocate one’s portfolio to a risk-adjusted balance of equities, bonds, mutual funds and alternative investments. Understanding the alpha, or the risk-adjusted performance, of your financial portfolio can help one to make an informed decision with respect to one’s financial goals.

Investors can make informed decisions by seeking a variety of guidance from certified financial planners including access to the latest investment research, informed guidelines on new regulatory structures and prompt updates on marketing conditions to help mitigate risk to one’s investment portfolio. Working with a certified financial planner can help provide you with the information required to make informed investment decisions. In today’s rapidly changing markets, new information can help ensure you can adjust your financial portfolio to limit exposure to risky investments and can take advantage of emerging opportunities at the same time.

Types of Financial Advice Investors May Need

Individual investors can benefit from a wide variety of financial advice

· Portfolio Management

Making informed decisions with respect to one’s financial portfolio requires access to a variety of investment vehicles, including equity funds, alternative investments, international markets and bond offerings. Individual investors can work with a financial advisor to learn about new investment opportunities in these areas, and can meet to determine the ideal distribution of one’s investment portfolio to mitigate risk exposure.

With access to a broad based of investments ranging from various markets, verticals and offerings, a financial advisor can help ensure your portfolio is balanced to achieve your long run investment goals. Whether you opt for active portfolio management on the part of a managed account or prefer to make individual decisions based upon guidance, portfolio management advice can help ensure your long run financial goals are met.

· Investment Research

Understanding the potential returns and risks from a given investment vehicle requires access to independent research to help one make an informed decision. Working with a financial advisor, independent investors are able to review analysts’ recommendations, ratings and guidance with respect to a variety of investment vehicles ranging from managed funds to individual equities and bond offerings. Especially in the context of specialized investments, such as international funds and alternative investment opportunities, investment research from an advisor can help ensure one’s long run financial goals are met.

· Risk Management

One of the most important forms of financial advice one can receive from a financial advisor is portfolio adjustment for risk. Based upon changing market conditions, one can gain access to real time analysis of risk factors, which is especially important with rapidly moving capital flows.

Investors involved in international, growth and emerging markets can benefit from guidance, research and allocation guidelines to help lower the beta, or risk factor, to one’s financial portfolio. Making adjustments to one’s financial portfolio with respect to risk can help individual investors make informed risk-adjusted portfolio allocation decisions.