Investor Education Program

In one or two brief meetings, we teach the basic principles of portfolio and risk management in our Investor Education Program so client and advisor speak the same language. Each prospective client is invited to participate in this educational experience.

The Investor Education Program is not designed to make our clients investing experts. It simply remedies several common weaknesses that hinder progress in building net worth, such as a lack of knowledge in personal finance or a limited education in investment and risk management. Risk management is an area of particular importance. The less investors know about risk, the more risk they take. The more they know about risk, the less they take. Most people prefer to avoid risk entirely; however, building net worth requires prudent risk taking, and understanding investment risk management is critical.

The Investor Education Program is an easy and enjoyable process, and the benefits are astounding. Some of the topics include:

• Understanding Risk and Market Psychology
• Common Myths about Investing
• Investment Terminology
• Investment Management Approaches
• Fundamentals of Portfolio Management
• Setting Investment Objectives

By going through the program together, client and portfolio manager can move to the next important step: constructing a clearly articulated investment policy that matches the client's long-term objectives.