Investment Management
Investment management may be as complicated as developing a good relationship with others. There are as many recommendations on how to find a good mate as there are investment suggestions. Certainly, the advisers on how to live the good life clamor as loudly for our attention, providing new insights and suggestions that might just work, if only we knew how to put them all together.
For many, both issues become one. People see the need for good investment results as a key component of a successful and happy life. If we followed the suggestions from the financial advisers, starting our savings and investment plans with our first real job at the age of 22, living within our means, putting our eggs in different baskets, we could all retire early to a life of full and complete satisfaction.
Since this is an introduction to Investment Management at our firm, we will refrain from making any suggestions about developing good relationships with others. What we will suggest is that a good investment plan is as complicated as harmonious personal relationships.
Broadview Asset Management believes that individual or family investment plans can be developed at any age and are an important part of the harmonious life relationships that we imagine for ourselves. With a complete and careful investment plan, we know that we have faced one of life’s important challenges.
We offer two kinds of plans. The Basic Investment Management Plan is designed to encompass the saving and investing disciplines. We use the concepts of modern portfolio theory and measure the results against appropriate benchmarks on a quarterly and annual basis. The name of our firm, Broadview Asset Management, is designed to suggest that good investment ideas can come from any place, as long as they have a good track record.
The second kind of plan is the Wealth Management Plan. Savings and Investing disciplines are still the cornerstones for the plan. But often families have many different investment vehicles, built up over time. Multiple company savings plans, IRAs, education plans, pensions, inheritances, charitable gifts, trusts, legal and tax issues that can be made coherent and consistent. Wealth Management plans for continuity between generations, assumes competent investment management and is about planning for the future.