Portfolio Management

New England Investment and Retirement Group provides clients with the best options and innovative strategies for portfolio management.

 

What is Portfolio Management?

Portfolio management may seem like a fancy term, but it really is just the simple concept of managing your investment assets in such a way that your gains or profits are maximized. It involves the careful selection of assets and their allocation as well as striking a balance between risk and return. Even though the concept is simple, the actual process requires some amount of skill and intuition which is where the experienced staff at New England Investment and Retirement Group can help. While you can manage your own investment portfolio, a trained, professional portfolio manager has the skills, knowledge, and experience to help you to make the most from your investments.

Before you begin selecting assets for your investment portfolio, you should bear in mind that all investments carry a level of risk. This means that all investments have the potential for loss. However, the riskiness of different assets varies depending on factors such as class of asset, industry, economic and political climate, and so on. Also, the older you are, the less risk you can afford to take on because you have a shorter time horizon in which you are able to recover from potential losses. Your wealth advisor at New England Investment and Retirement Group will work with your directly to help you understand all of these factors and find a strategy that works best for you.

Assets such as stocks carry a high level of risk and may not be appropriate for all investors. Real estate may be out of the economic reach of some investors. If you are risk averse, you should choose less risky assets such as bonds, treasury bills, money market instruments and so on. Nevertheless, you may include a small proportion of riskier assets since the greater the risk, the greater the potential return. The key in portfolio management at NEIRG is to strike the perfect balance between potential risk and potential return. Therefore, the composition of your portfolio is important. Your portfolio manager or financial advisor at New England Investment and Retirement Group can advise you how to choose the best assets and the best allocation structure.