Part 1 – Building Blocks of Portfolio Management
Once you’ve determined your financial planning goals, how do you set up your investments to reach those goals? In Part 1 of the Portfolio Construction Series you’ll learn why asset allocation and diversification is so important!
Part 2 – Laying the Foundation for Growth
Market volatility often helps investors to understand the importance of holding bonds in their portfolio, especially as they enter retirement. Bonds can provide the foundation for a portfolio by providing stability and income. In Part 2 of the Portfolio Construction Series, we’ll review the various sectors in the bond market, from the speculative junk sectors to the high-quality government bonds, as well as review Apriem’s approach to investing in bonds.
Part 3 – Equities Growing Our Wealth
When it comes to long-term growth, equities have proven time and again to be the asset of choice. However, there are a number of things to consider when investing in equities and one size certainly doesn’t fit all. In Part 3 of the Portfolio Construction Series, we’ll discuss Apriem’s approach to investing in equities and why it’s important to invest with a systematic rules-based process.
Part 4 – Putting It All Together
So what happens after portfolio construction? Portfolio construction is a dynamic process – it is formed by active dialogue along with constant monitoring, measuring, and rebalancing. In Part 4 of the Portfolio Construction Series, we will wrap up by walking you through the “Apriem Way” of client experience.