Queens Investment advisorsPosted by raydenalice on October 25th, 2021 Queens Investment advisors - Our Staten Island investment advisors gives our clients detailed of their investment portfolios. Brooklyn investment advisor make sure to review each client\'s portfolio. Visit Here:- http://www.lpsfinancial.com/Our-Process.4.htm Process Investment Policy Statement Staten Island investment advisors Although created once, the IPS is not a static statement. Through constant communication with our clients, we continuously update and refine each client\'s risks and objectives.A properly constructed Investment Policy Statement provides support for following a well-conceived, long-term investment plan, rather than one that is based on false overconfidence or panic in reaction to short-term market fluctuations. Portfolio Review / Analysis We analyze each portfolio from two directions: Top-Down and Bottom-Up. The Top-Down approach focuses on asset diversification, correlations between holdings, and risks exposed by over-weighting any given sector or industry. Brooklyn investment advisor The Bottom-Up approach focuses on individual security selection. Whether it is a common stock, bond, ETF or a mutual fund, we will analyze the individual security\'s merits. We then compare the client\'s entire portfolio against the objectives stated in their Investment Policy Statement. Portfolio Management We strive to minimize fees and taxes, and always consider these factors when managing our client\'s portfolios.We believe an open line of communication is very important, especially in today’s investing environment.Since many of our accounts are non-discretionary, we speak to our clients to go over any changes in their holdings. We make sure to review each client\'s portfolio at least once a quarter. In these reviews, we also discover as much as possible about any significant changes in our client\'s lives. Whether it be changes in marital status, employment, new child, business etc. these are all factors that make a huge difference in how we will manage our client\'s assets. In our quarterly and annual reviews, we recap our client\'s goals, our performance, and also rebalance our holdings if necessary. Contact Us: LPS Financial, LLC 2535 VICTORY BLVD Phone: 212-328-7876 www.lpsfinancial.com Like it? Share it!More by this author |