Portfolio Strategy

Portfolio Strategy is a function of what your needs, goals and attitude towards risk vs. reward are at any given time. How do you determine a strategy?

Here is a simple path to get started:

The assumption is that you want retirement investments to be protected from any large setbacks and you want a reasonable rate of return.

The basic core portfolio will protect retirement money and target a return that is in excess of current inflation, allowing the portfolio to keep ahead of the cost of living at a minimum.

Investments NEED to meet your goals. For example, if you need to:

  • Grow assets
  • Achieve above average returns for growth
  • Make sure you have enough money for retirement
  • You have a long term investment time horizon
    You want a Conservative Growth Portfolio.

    If you need:

    • To protect your assets
    • Receive regular income from your portfolio
    • Make your income producing assets last as long as you do
      You want a Conservative Income Portfolio

Your Needs, Desires, Goals = Your Investment Strategy

For more details click Portfolio Decisions

About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

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About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

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