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... strategy for all financial goals. The plan is monitored and updated as circumstances change and becomes a living breathing financial plan instead of a one-time exercise.
Wealth Management
We provide ...
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Investment Management is My Portfolio Guide’s core business. We believe that Investment Management boils down to the understanding, management, and mitigation of risk.
HOW WE MANAGE INVESTMENT RISK: ...
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... management, earnings, dividends etc). We typically favor companies that are leaders of their respective industries. We simply lean towards the adage of “buying what you know”…
One must also consider ...
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... et as well as one of the most eminent private wealth management firms in the nation. Early on in his financial career, he learned that most "advisors" are actually not trained to give unbiased investment adv ...
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... models designed around your specific risk tolerance and goals (no “buy & forget” or boilerplate solutions)
Investment and risk management decisions driven by strategic and tactical asset allocation with ...
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... cash balances that arise due to the day-to-day management of the portfolio. When market conditions are unfavorable in the view of the investment manager, the fund may use options and index futures to reduce ...
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... when it comes to Unit Investment Trusts – honestly we are struggling to find any positives that truly stand out from other investments. If an investor wants to lock in their investment with no management ...
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... company in your long-term basement and wait patiently as they now have new management with an eye on what counts; improving fundamentals and operational efficiencies. It will likely take time but if a ...
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... their management has allowed them to outperform their peers on both a three and five year basis.
Small & Mid Cap
2013 was a year that anyone who was late to the equity party but still wanted to get ...
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... provides portfolio management online with minimal human intervention. You might not be aware of these offerings but with several large firms introducing new strategies this year it is a safe bet that you ...
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... to monitor fundamental metrics ranging from earnings, valuation, cash flow, and debt, among others. Lumped into this category should be a keen awareness of key changes in management and their effectiveness. ...
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... successful hedge fund Long Term Capital Management (LTCM) was driven into the ground as a result of the ripple effect caused by the Russian government’s debt default. The Russian government’s default represents ...
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... at Buckingham Asset Management, sold REITs in 2013. Why did this action grab our attention? Mr. Swedroe makes some of the most convincing arguments for passive investing and the use of indexes. If you’r ...
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...
Bill Gross, the co-founder of Pacific Investment Management (PIMCO) in Newport Beach, quit and packed his bags to join Janus Capital this past Friday. Gross has long been known as the “King of Bonds” ...
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... ing services. Advice may only be rendered after delivery of Form ADV Part II, the execution of an investment management agreement and/or financial planning agreement by the client and the advisor.
Our ...
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... t advisory fees by 25% or more:
Fees for these services will be based on a percentage of Assets Under Management as follows:
TOTAL ASSETS UNDER MANAGEMENT
ANNUAL FEE
$0 - $1,000,0 ...
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My Portfolio Guide designs a personal wealth management strategy with five elements that revolve around YOU:
Discovery – How can we guide you without knowing what you are looking to accomplish? ...
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... With 33% growth in revenue for the first quarter it is interesting that management only came in with full-year guidance of 1% to 2% over 2013’s numbers.
During the release of the 1st quarter numbers ...
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... it to other funds or indexes using simple tools like Google finance by clicking here
Fees:
The fund charges a management fee of 0.51% with “other expenses” amounting to 0.15% which total for an overall ...
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... ‘A risk management technique that mixes a wide variety of investments within a portfolio. The rationale behind this technique contends that a portfolio of different kinds of investments will, on average, ...