Strategy

A global perspective is important as many of the world’s best investment opportunities lie outside of North America and Europe.

Global Perspective

The IAM investment process is a holistic approach that considers your entire financial picture. We customize a portfolio strategy to your situation, implement the strategy, and make tactical adjustments while monitoring the results over time. In this manner we ensure that you remain on track to meet your financial goals.

Risk and return are fundamental considerations in any portfolio investment strategy. At IAM, we look at risk from your perspective – in terms of the possibility of not meeting financial goals or of suffering an unacceptable decrease in portfolio value. We manage this risk through diversification, knowledge of how specific investments perform under various economic conditions, and by modifying your overall investment strategy to best benefit from changing market conditions.

A well-diversified portfolio is the cornerstone of a successful investment strategy. Core holdings in stocks, bonds, and cash should be combined with asset classes such as real estate, commodities and currencies for maximum benefit. A global perspective is important as many of the world’s best investment opportunities lie outside of North America and Europe.

Our portfolio management clients benefit from on-going supervision of their investment accounts, quarterly reports on market conditions and account performance, and a comprehensive yearly consultation with their portfolio manager where they go over the results from the previous year and set the direction for the year to come. In this manner clients can always rest assured that their investment strategy will reflect current market conditions as well as changes in lifestyle and financial goals. It is this combination of portfolio management and financial planning that lies at the heart of the IAM investment process.