A portfolio approach is important to investors in achieving their financial objectives. The problem with focusing on individual securities is that this approach may lead to the investor “putting all her eggs in one basket.” Portfolios provide important diversification benefits, allowing risk to be reduced without necessarily affecting or compromising return.
Understanding the needs of client and preparing an investment policy statement represent the first steps of the portfolio management process. Those steps are followed by asset allocation, security analysis, portfolio construction, portfolio monitoring and rebalancing, and performance measurement and reporting.
Orelex Portfolio Management Service combines their vast experience and expertise in investment management and research to create an appropriate mix of securities for the portfolios based on a tripod of investment objectives including security of assets, liquidity and competitive returns.
Their Wealth Advisors begin by asking questions about your goals, objectives, and comfortable levels of risk, they subsequently recommend products that suit your needs and preferences. Following a mutually agreed-upon plan, Orelex will invest your money in stocks, forex, cryptos, money market, bonds, property or other securities on your behalf, providing regular update on the status of your investments. However, strategies might be revised as your needs or lifestyle change.
They understand that risks and returns are inextricably linked. Their team offers comprehensive risk profiling to determine clients’ appetites for risk. They also assess portfolio risk to ensure that the assets they select are appropriate for your investment objectives.
Read to be a pro portfolio manager? Let Orelex show you the way. Visit https://orelexfinancialservices.com to open an account!