Modern investment management is not just about picking hot tech stocks or ETFs, it must consider client needs and diversification. Portfolio construction is a dynamic process - it is formed by active dialogue along with constant monitoring, measuring, and rebalancing. During this series, we will share with you some important concepts like asset allocation and investing in stocks and bonds. We will also share our insights on Apriem's style of investing.
Part 4: Bringing It All Together
Please join Benjamin Lau, our Chief Investment Officer and Alan Ahmatovic, Financial Analyst for our last webinar of the series to discuss what happens after you have built your portfolio. Much like cars, your portfolio requires regular maintenance as well. And much like regular oil changes, things like portfolio rebalancing and tax loss harvesting can help prolong the life of your portfolio.