An investment account discretionarily managed to an established investor mandate by an investment advisor.
For many investors, utilizing managed investment portfolios can serve as the most effective way to invest money.
A few of the most common reasons why some investors do NOT use managed portfolios are:
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
Gibborim Financial through its affiliation with Cetera Advisors provides a robust, broad, and customizable selection of managed portfolio options.
Gibborim Financial has the capacity to work with you and meet your needs, whether that is as your only financial advisor, main financial advisor, or a specialty financial advisor building out a specific portfolio sleave or supporting a larger overall investment strategy.
We utilize one of three related processes – Advisor, Guided, or Unified – when crafting your portfolio, depending on your specific investor profile, needs, and which process appears to be most in your best interest.
If you are deciding what investing approach makes the most sense for you or would like further information, please contact us today.
Gibborim Financial is happy to help and has several collateral pieces available that are useful in learning more about programs we offer or deciding which investing approach makes the most sense for you.
Gibborim Financial seeks long-term relationships with clients and understands those relationships are not always started quickly or after just a few engagements.