As your Investment advisor, we can help you invest your money efficiently in order to reach your financial goals. These goals could include retirement, saving for college, minimizing your tax burden, giving to charity, budgeting, debt reduction, or generating income.
In addition to helping you achieve your goals, we can assist you in understanding the strategies behind these investment decisions so that you are better informed.
Allocation matters -Your investment plan should have a clearly defined structure, in which your assets are diversified into different types of investments like domestic and international stocks, bonds, real estate, and commodities. This helps reduce the risk that your portfolio will decline in value if one sector of the market sours.
Controlling behavioral risk -While diversifying investments can help reduce risk, not all risk is investment-specific. Some risk is emotional or behavioral. Did you panic during 2008 and sell all of your stocks? Or get overconfident in 2006 and take too much risk leading into the Great Recession? We can counsel you through difficult times and help set expectations for your portfolio, so that you know what risks are involved and what “success” looks like on the upside.
Market Research - At Investors Group we provide our clients with timely reports focusing on:
specific stocks or industry sectors,
a currency,
commodity or fixed-income instrument,
or on a geographic region or country.
Such reports, will have actionable recommendations such as investment ideas that investors can act upon.
Private Banking - This service, specifically tailored to high net worth individuals (HNWIs), through established relationships with Swiss and other offshore banks. Such banks act as custodian to the HNWI's assets and provide maximum safety for their funds. The term "private" refers to customer service rendered on a more personal basis than in mass-market retail banking, with emphasis on the use of dedicated bank advisers.
