Portfolio Management – More Than Investments

Portfolio Management - More Than Investments

A good financial plan encompasses more than just investments, however many investment professionals agree that a low cost, balanced, diversified portfolio is key to the success of a financial plan. Selecting the right mix of investments to create this ideal portfolio is where many don’t succeed.

Many investors and financial advisors alike, try to create this ideal portfolio by picking mutual funds. Some implement the buy, hold and wait and see what happens philosophy, while others are more pro-active and replace poor performing mutual funds with better performing funds. While some may find success using these strategies, we have found that most do not.

After many years of using these same unsuccessful strategies (but always looking for a better strategy), we came across a company in California with a unique approach to investing that allow investors to own the market. Their process provides low cost, well diversified portfolios with a tilt towards cheaper, smaller sized companies. The results are portfolios that work in achieving a successful investment plan that compliments the other aspects of a good financial plan.

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