Investment Management

Invest today for a confident future

Investment management is the art of selecting and overseeing multiple investments that match your risk tolerance and work toward meeting your short- and long-term financial objectives. Whether you're a new or seasoned investor, investment management is essential as you seek to grow your portfolio.

This strategy requires in-depth knowledge and experience to pursue success. If you would like assistance with developing and monitoring an investment strategy, we are here to help.

Understanding Investment Management

There are several key elements of investment management, including asset allocation, diversification, and portfolio rebalancing.

At 1818 Wealth Advisors, we’ll use a comprehensive risk analysis tool to tailor a portfolio that matches your risk tolerance and investing objectives. We’ll also follow the management style you are most comfortable with: active or passive. Then, we’ll constantly monitor your portfolio performance and recommend adjustments when appropriate.

Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Active vs. Passive Investment Management

Which investment style is the best fit for you? We’ll help you decide:

Active investment management

Involves attempting to beat the performance of an index by actively buying and selling individual stocks and other assets. Active managers may use a wide range of models to assist in their evaluation of potential investments. With active investing, it’s crucial to pay close attention to market trends, changes in the economy, changes to the political landscape and news that affects companies.

Passive investment management

This is a long-term, "set and forget" investment strategy which may involve investing in one or more exchange-traded (ETF) index funds. Clients who build indexed portfolios might use modern portfolio theory to optimize their mix. In this scenario, portfolio managers buy the same stocks that are listed on the index, using the same weighting used in that index.

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All investing involves risk including loss of principal. No strategy assures success or protects against loss.