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Investment Management
Building and managing wealth are the two interdependent aspects of the journey to financial security. The cornerstone of any successful lifetime wealth building and management program is how you invest your core money. This money deserves full-time professional advice. A CAMI professional can guide you through the maze of complex investment issues and wide variety of investment options - and help you avoid the hazards while you capitalize on the opportunities.
CAMI advisors can help you analyze your objectives, time horizon and risk tolerance, using a specialized questionnaire and your feedback to customize an investment strategy and create an asset allocation model tailored to your specifications.
The CAMI process is founded on two Keys to Success: 1) Consider the Big Picture – Major investment decisions should take into account all other important elements of your finances and your life, and 2) Put Strategic before Tactical – Research studies have demonstrated the importance of strategic asset allocation over the long term. Choosing what percentage of your assets to put in different assets classes (such as equities, fixed income, international, real estate, and hedges) has greater impact on the variability of portfolio returns than either market timing or the selection of individual investments. CAMI uses a sophisticated multi-tiered approach to asset allocation. This degree of diversification has proved effective as a strategy to minimize risk and enhance returns. |
