Investment Management addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risks.
Asset allocation is used to distribute your investable assets among a variety of investment categories. This process aims to:
With a St Louis investment firm like One Bridge, Accumulation planning involves the choice of securities for your investment portfolio. Basic securities are stocks, bonds, and mutual funds. Separately managed accounts, option strategies, short-term assets, and annuities also may be used to optimize your portfolio.
Alternative investments may also be an option for the right investor. One of the premier features of alternative investments is diversification, resulting from the inclusion of investments that tend to react differently to the markets than more traditional investments.
Types of Alternative Investments:
These products generally involve substantial risk and limited liquidity.
Some situations require different expertise than typical stock and bond portfolio implementation. These situations usually pertain to employer-related retirement plans and stock options, margin strategies, and real estate exchanges.
Most investors understand that as risk increases, the potential for return also increases. But there is a point for every individual where the level of risk is not worth the potential return. The goal of asset allocation is to provide you with the risk/return scenario that is most comfortable for you.
If you're looking for our other services? Check out retirement planning.
Wealth accumulation can be translated to building up your net worth and wealth over time. Wealth accumulation planning is a financial strategy in which an investor attempts to build the value of the portfolio.
Wealth Accumulation Planning can help investors grow their investment portfolios through both regular contributions and capital appreciation of the underlying investments.
Many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals. Be sure that you take advantage of Investment Management services to help you take control of your investments. For more questions about our St Louis investment firm and investment management services please contact us.
We also offer virtual financial advisor services so you can manage your investments with us no matter where you live!
If you are looking for knowledgeable and client-first St Louis investment firms, look no further than One Bridge Wealth Management. Contact us today for your consultation!
Investors should note that asset allocation and diversification do not assure a profit or protect against loss in declining markets and neither can guarantee that any objective or goal will be achieved.
Alternative investments may be illiquid in nature, redeemed at more or less than the original amount invested, are subject to special risks, and are not suitable for all investors. There is no assurance that the investment objective will be attained.