Considerations for a Tailored Portfolio
Other money managers may take an age-based approach or have you fill out a basic questionnaire to determine an optimal asset allocation or investment strategy. At Fisher Investments Luxembourg, we take a comprehensive approach, entailing a thorough information-gathering process that considers a variety of factors to create tailored portfolios for clients.
Some factors we may consider to create optimal long-term investment strategies for clients include:
- Your Investment Time Horizon – How long do you expect to need your money to be working towards your objectives?
- Investment Objectives – What investment portfolio value and cash flow do you wish to target over your investment time horizon?
- Cash-Flow Requirements – How should your investment portfolio be managed to accommodate your cash-flow needs?
- Outside Assets – Are there assets not being managed by Fisher Investments that should be considered when constructing your investment portfolio?
- Outside Income – Do you receive cash flow from sources other than your investment portfolio?
- Attitude to Risk – How comfortable are you taking risk (i.e., volatility)?
- Capital Gains – Do you have realised or unrealised gains or losses to consider in the management of your investment portfolio?*
- Restrictions or Customisations – What other personal needs or desires should we consider?
A Personalised Portfolio Analysis and Recommendation
At the onset of your relationship with us, we will spend time with you to understand your long-term investment goals and objectives, along with your current financial picture. Under the direction of Fisher Investments’ Investment Policy Committee, Fisher Investments Luxembourg’s analysts can assess this information to provide you with a personalised investment portfolio analysis and investment strategy and asset allocation recommendation we feel best fits your particular situation.
As your circumstances change, your portfolio needs may change too. Your Investment Counsellor will regularly review your individual situation with you and keep you abreast of our views on capital markets and important developments related to your investment portfolio.
*The contents of this webpage should not be construed as tax advice. Please contact your tax professional.
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*As of 30/09/2024
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