How a Financial Advisor Adds Value (Strategy)

A carefully planned investment strategy is a practical way that you and your financial advisor can make sure that you maintain the direction and discipline you need to reach your investment goals.

The first step in creating an investment strategy is to work with your financial advisor to understand your current situation and decide what you want to accomplish with your portfolio.  Together with your financial advisor, you will need to determine your investment goals, risk tolerance, and time horizon.

Your financial advisor will also ask you questions about your current investments, the amount you plan to invest and your investment time frame, the level of risk you are comfortable with, and the return you expect from your portfolio.

Periodically your financial advisor will revisit your investment strategy to ensure that your portfolio is on track and to make any necessary adjustments.

Source:  The Vanguard Group

The information contained in this article does not constitute a recommendation, solicitation, or offer by D2 Capital Management, LLC or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. D2, its clients, and its employees may or may not own any of the securities (or their derivatives) mentioned in this article.

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