Guiding Clients in Investment Allocation and Management

Piggy bank with word "investment"You may not have the expertise, but you likely know someone who does.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

Investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client’s individual risk tolerance and broad long-range goals.

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Many times the client has to be “taught” basic investment principles, techniques and vehicles and have these related to what might be best for the client. Then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.