Maximize your returns through a purpose driven portfolio
Most investment shops offer “tailored” and “bespoke” investment solutions for each client's unique needs. That sounds great - but really it’s the corporate speak way of saying much of nothing. Because are they really crafting your portfolio, or offering you an opportunity to invest in their portfolio strategy?
It’s an important distinction.
A purpose driven portfolio isn’t a strategy, but an end state. It’s the sum of your investment philosophy, risk tolerance, desired portfolio diversification, and preferred investment type. The result is an outcome that maximizes your risk adjusted returns and achieves a purpose driven portfolio based on your strategic needs
If the definition of insanity is doing the same thing over and over and expecting a different result, what's the definition of a mediocre portfolio strategy?