OPTIMIZING YOUR INVESTMENTS
At The Reichert Company, we believe an OPTIMAL investment strategy is imperative for any financial plan. Generally, investments such as cash and bonds have relative stability of principal. However, they provide little opportunity for long-term growth due to their susceptibility to interest rate and inflation risk. On the other hand, equity investments potentially yield higher expected returns, but are vulnerable to more severe volatility risk in the markets.
A BALANCED APPROACH
To balance the need for safety and performance, we utilize several proprietary, risk-managed investment platforms to bridge the gap between traditional and newer investment strategies. We also utilize a number of traditional professional money management platforms. They allow us to design the best investment policy statement for our clients, and answer questions such as:
- Am I taking too much or too little risk with my investments?
- Are my assets divided into enough different buckets to address different goals and different time horizons?
- Are my investments tax efficient? For the short term and/or long term?
- Are my investment assets being rebalanced so I stay within my risk parameters?
How your customized portfolio is structured depends on a number of variables, including your risk tolerance and time horizon. In this way, we are able to better manage your money with an equal emphasis on risk management and investment performance.
Watch our video to understand the importance of a using a balanced approach to allocating assets in your investment portfolio.
If you are ready to start planning for your business exit, then give us a call and we will help guide you through the process of cashing out of your business and moving on in style and on your terms.