Header image  
Professional Money Management Services  
  :: BACK :: 
The Keys to Wise Investing


Wise investing involves three important keys working together in a fashion that best suits your individual needs.  First, an investment allocation strategy must be selected that matches your personal goals and risk tolerances.  Second, the correct securities should be chosen to ensure you are getting the best possible returns for your portfolio.  Third, your portfolio needs to be constantly monitored to ensure that you are invested in the most appropriate place at all times.  When all three of these keys are handled correctly, you will have an investment portfolio that is suited specifically to you.


Key #1: Determine Your Needs and Goals

There are many ways to invest your money, in many different areas.  You can choose stocks, bonds, mutual funds, international stocks and bonds, etc.  However, not every type of investment is appropriate for every investor.  An extremely aggressive investor might be invested completely in stocks, while a very conservative investor might hold only bonds.  Your income needs, both present and in the near future, will also dictate the type of investment vehicle you should choose.  Advantage Investing begins the investment process by creating an asset mix, or allocation, that is specifically suited to your needs and goals.


Key #2: Choose the Best Securities

Once the proper asset allocation has been chosen, we must choose the best investments in each area for you.  Using economic and fundamental analysis, investments from different sectors of the market are chosen.  As the economic environment changes, so will the investments that are chosen.  Advantage Investing uses many different tools and techniques to help identify exactly which securities are the best for you.


Key #3: Watch it Closely

To truly add value to your investment decisions, and to get the most return for your level of risk, your portfolio must be constantly monitored and adjusted.  Advantage Investing uses the power of economic analysis combined with technical analysis to determine the best investments to hold at any given time.  While no trading strategy is correct 100% of the time and past performance cannot guarantee future results, this combination has shown outstanding results over time.