Investment Portfolio and Asset Management Using Non-Correlated Asset Classes and Portfolio Rebalancing

 

Do You Have an Investment Portfolio of Over $50,000? 

bull standing on stock chart book

Decision Tree Financial low fee structures helps create cost effective investment portfolios using the following types of investments and asset classes:

  • Common Stocks
  • Preferred Stocks
  • Bonds
  • Convertible Bonds
  • TIPS
  • Exchange Traded Funds
  • Real Estate Trusts (Traded and Non-Traded)
  • Managed Futures
  • Commodities
  • Limited Partnerships
  • Private Equity

 

We Focus On Two Criteria

1) Creating a flexible asset allocation of these investments that seeks to obtain a risk adjusted rate of return that meets or exceeds your expectations.

2) Keeping the overall cost of managing your portfolio below average so you are able to keep more of what you earn.

Through periodic review of an investment portfolio, we employ a strategy that will systematically sell asset classes while they are high and purchase others when they are low. This sytem of "portfolio rebalancing" is an active management strategy that "sells high and buys low" which is essential to making money with investments.

 

Third Party Money Managers

We also have relationships with some of the top money managers in the world. These managers and our Broker/Dealer, Multi-Financial, have a "selling agreements" that allows us to retain their services for our clients.

These money managers typically require millions of dollars to invest with them but because of our relationship with them allows an investor with as little as $50,000 to utilize their services.

 

Visit our offices in person or save time and energy using our virtual meeting room online using Skype, the newest way to meet people face to face and share idea's.

 

Call us at (321)206-1140 -  or Click Here to request more information on how Decision Tree Financial can help you invest.

 

*From Investment News (click for listing)