Why Choose Dynamic Legacy Planning For Investment Management Advisors

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Investment Strategy Questions Answered

Through investment management that you will get from the dedicated team at Dynamic Legacy Planning located in Greenfield, IN, it’s possible for clients to make wise investments to help grow their wealth over time. While it’s possible to keep your money safe in bank accounts, when a person gains access to investment strategies, they receive the opportunity to grow their wealth over time. While some people may know how to strategically invest in opportunities, most people have little knowledge of how to initiate the process of investing their money. Because of this, investment management companies can act as valuable resources because they can help manage financial assets and develop long-term strategies for their client’s investment portfolios. Typically working with an investment manager starts with a financial review and discussion of short-term and future goals. Not only can an investment manager from Dynamic Legacy Planning help manage your money, they can also help with financial planning.

What are common types of investment management strategies?

Having an investment strategy is an integral component of any portfolio. When choosing the right plan for a client, it’s crucial to gain insight into their risk appetite, expected returns, and assets. An investment advisor will ask clients many questions to determine the correct type of strategy for them, including their projected retirement age, financial goals, family goals, and more. By gaining this intimate perspective of a client’s interests, they can make recommendations for a financial strategy that leverages the client’s strengths and works towards mitigating any possible weaknesses. Discussing your situation with one of the knowledgeable investment management advisors in Greenfield at Dynamic Legacy Planning, may help you to incorporate common investment strategies to your benefit. These may include but are not limited to:

  • Buy and Hold Strategy (Long Term)
  • Indexing
  • Growth Investing (Short & Long Term)
  • Value Investing
  • Contrarian Investing
  • Passive and Active Strategies

What are the reasons people should consider choosing an investment strategy?

Having a clear investment strategy is vital because it can guide how clients make investments based on their goals and tolerance to risk. Investment strategies can not only be customized based on a client’s specific needs, but they also help increase returns, ensuring that clients can get the most out of their investments.

Can an investment strategy change over time?

While it is possible to change an investment strategy, it’s essential to conduct an analysis to understand whether making a change makes sense. If investments aren’t yielding the anticipated returns, clients should speak with their advisors before making any immediate changes. Changes to the market are constant, and because of this, changes should be made based on financial goals rather than market fluctuations. When considering whether a change is needed, speak with your investment advisor to understand the available options.

Why choose an investment manager?

While some individuals may wish to control their investments by making decisions independently, most people feel more comfortable entrusting their financial goals to an investment manager with experience handling investment portfolios. An investment manager can help by making investment recommendations based on risk appetite. Choosing to build out your own investment portfolio can be time-consuming and risky, especially for people who do not have knowledge of investments. An investment manager will know what to invest in and can help meet vital financial deadlines. A professional can play a valuable role in keeping their client’s financial goals on track by staying on course and taking action.

To learn more about investment strategies that might be beneficial to you, contact a reputable investment management advisor in Greenfield at Dynamic Legacy Planning.

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