Securities/Managed Assests

Securities (stocks, bonds, etc.) are the vehicle of choice for most people’s investment portfolios. Whether purchased individually or within other investments, they, along with some allocation of cash, represent the core of the typical portfolio. How to hold securities, as well as which ones to hold requires a thorough knowledge of the assets, their taxation and their costs as well as an investment policy that enables people to both select and monitor the performance of their portfolios against realistic benchmarks.

Some people like to select and manage their own portfolios while others prefer to employ the services of professional Investment Advisors for this work. Recently, institutional money managers have been making their services available to people with account sizes much less than the $1 million - $10 million minimums that they used to require. Knowing and understanding the benefits and weaknesses of the various options is critical to making informed investment choices that include, but aren’t limited to, stocks, bonds, and managed portfolios.