Five Steps of the Investment Management Process

Before making any serious investing decisions, it is a good idea to determine any specific financial goals you would like to achieve in the future. Once your goals have been decided upon, it is necessary to take a look at your current standing to determine how plausible these goals may be, and what steps need to be taken in order to reach them. After determining a reasonable risk level for your portfolio, you and your advisor will create an Investment Policy Statement outlining your decisions and preferences for implementation. Of course, the last step is to actively monitor your portfolio through quarterly reports and reviews with the idea of adapting the portfolio as things change.

  • Step One: Understand your goals and analyze your current investment portfolio.
  • Step Two: Design an optimal portfolio based on your goals and objectives.
  • Step Three: Formalize an investment policy and the management process.
  • Step Four: Implement your portfolio solutions.
  • Step Five: Continuous monitoring of your portfolio and adapt as needed.

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