Investment Portfolio Management by Your Financial Advisor


You allow your Financial Advisor to take on the responsibility of making day-to-day investment decisions. This relieves you of the stress of having to make those decisions yourself.
To serve as your portfolio manager, your Financial Advisor must have significant experience and advanced training, and he or she must have passed a stringent industry examination. These requirements ensure that your Financial Advisor is equipped with the knowledge and experience necessary to make informed decisions about your investment portfolio.

A Customized Portfolio Based on Your Unique Situation

After working with you to review your goals, objectives, and risk tolerance, your Financial Advisor (as your portfolio manager) will determine the investment style and asset allocation that are best suited for your investing needs. Each investment will then be chosen based on your unique situation.

Personal Service & Sound Advice

When your Financial Advisor is serving as your portfolio manager, not only do you benefit from professional portfolio management, you also receive personalized service from someone you know and trust, someone who is intimately acquainted with your financial goals and concerns, someone with whom you have already established a one-on-one working relationship.
You also know that your Financial Advisor is backed by a wide array of resources and investment analysis that will help him or her make investment decisions that make sense based not only on your situation but also on what’s going on with the markets and economy.
  1. The advantages of professional portfolio management a strong portfolio and some wise investment management is needed.
  2. Investing might sound like a gamble, but with a strong portfolio and some wise investment management, individuals are likely to find their investments accruing more and more value along with the passage of time, therefore providing better returns at the final stage.
    • It is a wise decision on anyone’s part to look at things in the long-run and to start investing in order to secure their financial future
    • Money is a volatile instrument. There’s no telling what sort of flux economies and investment markets will be in tomorrow, and there’s no way to say for sure that one’s assets are safe, or adequate.
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  3. One can always manage their investments themselves, but a financial advisor will be able to provide you with a customised financial strategy based on your means, needs, financial goals and their interdependent feasibilities.
    • To generate profits using the investment medium, the first thing to do is hire the services of a professional financial planner
    • How to Approach
  4. One must be very careful when building their portfolio, because a bad investment can often have a negative impact on the remaining assets that comprise your portfolio, not to mention considerably slowing down the portfolio’s overall growth
    • An investment portfolio refers to the sum total of all your financial assets, such as stocks, bonds, fixed deposits, debentures, mutual fund investments, cash equivalents and so on and so forth .
    • Once you have engaged the services of a financial advisor, the next thing to do is to start chalking out and accumulating your investment portfolio.
  5. To explain it briefly, portfolio management can be said to be the process whereby one determines the right investment policy keeping in mind the maxim of ‘maximum return, minimum risk’
    • Portfolio management is defined by several experts in several different ways
    • What is Portfolio Management
  6. A good portfolio manager will be sensitive to your situation, realising that every client has separate goals of their own, and creating a tailor made financial plan according to your subjective requirements
    • He or she will also counsel you as to which investment options are best for you, and which ones you should avoid in order to gain fruitfully from your portfolio.
    • When you hire a portfolio manager to manage your finances, you essentially relieve yourself of any executive or decision-making functions, as your advisor will make these on your behalf What is Portfolio Management
    • Role of Portfolio Manager
  7. Precautions: Similarly, investments that do not look promising can be gotten rid of before they prove detrimental to your portfolio, and investments that seem potentially lucrative can be bought well in advance
    • Expert Advice: A professional will also know how to allocate your investments in a balanced mix of securities to maximise profits and minimise danger; this aside, professional management will also ensure that any unfortunate damage done to your portfolio is quickly mitigated
    • Time Saving: Portfolio managers work round the clock to minimise risks, which is not something the average investor may have the time to do
    • Professional Service: For one, it is a professional service, and therefore comes with a stamp of dependability
    • Useful for Investors: The need for portfolio management might not be very apparent, but it is a highly useful tool for serious investors •Benefits of Portfolio Management