Investment Management Planning
Unlike mutual fund companies or product-based investment advisors, Cabot Money Management does not have a list of portfolio allocations or product offerings. Your investment management portfolio is developed based upon your particular needs, tolerance for risk, and time horizon.
STEP 1. Determining Investment Management Objectives
Cabot Money Management understands that you have a unique set of circumstances. That is why we provide you with a highly customized global investment management strategy and investment philosophy that is designed for your particular needs.
After assessing your situation, we are better able to determine an asset allocation that will produce the returns needed with a risk level that you are comfortable with.
STEP 2. Developing the Investment Policy Statement
Your financial counselor will work closely with you to develop an Investment Policy Statement. This investment management document, which is updated annually or as required, serves as our guideline to the types of investments that are suitable in reaching your financial goals as well as how your investment management results will be measured. Just as each client is unique, so is their Investment Policy Statement.
STEP 3. Measuring Investment Management Results
We examine your investment management portfolio closely because while we take pride in our investment returns, our real measure of success lies in the realization of your financial goals.
STEP 4. Reviewing Investment Management Objectives
Like most of us, you want to ensure that your financial future is secure as you journey through life. As your life changes, your investments should change with you. We continually monitor your investment management objectives to make certain that your assets are always working for you.
In Need of Investment Management Advice?
If you have questions about your investment management options, Cabot Money Management can help. Fill out our form to receive your complimentary portfolio review.
|
