Investment Management

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking in that ball game? We do some longer-term planning too: Does it pay to invest the effort studying for a degree in Arts, or would we get a better return studying to pass the Bar exam?

So, why don’t we invest the time planning our investments?

Why Investment Management is Important

  • Understanding your financial goals
  • Creating a Family Benchmark
  • Proposing an investment strategy
  • Implementing the plan
  • Watching over your investments
  • Consult, Advise, and Counsel