Investment Management Program
Christopher Edwards Financial Associates' Investment Management Program is a simply stated process to promote client understanding in how their investment goals may be established, integrated, and ultimately pursued.
- As part of your overall financial plan, we work with you to crystalize your life and financial goals, an investment philosophy, asset-allocation targets, and expected results.
- After clearly identifying your objectives and constraints we focus on appropriate investment strategies and, as a result, potentially improve your probability of success.
- Creation of model portfolios is based on asset classes. Given various levels of client risk tolerance, the appropriate model portfolio is implemented.
- Model portfolios include asset classes believed to be in a long-term uptrend, “find a trend; throw yourself in front of it.”, Warren Buffet.
- Model portfolio returns are monitored on a quarterly basis in order to determine any changes to be implemented seeking to optimize investment returns based upon the correlation of asset classes in relation to historical returns.
- A watch list is utilized to monitor "best-in-class" investment managers and non-proprietary investment vehicles.
- A technical analysis software program is utilized, in combination with fundamental analysis, seeking to improve buy/sell activity to enhance investment entry and exit decisions. (Virtual Portfolio Manager VPM).