- What is the investment objective, and what is the time horizon for achieving it?
- What is the risk tolerance of the trust or family office?
- What is the desired return, and what is the asset allocation required to achieve it?
- What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
- What is the process for selecting and monitoring investment managers?
- How often will the investment portfolio be reviewed and evaluated?
- What is the process for making changes to the investment strategy?
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How to Survive a Bear Attack? (Pt. 1)
Growing your Investment Balance During a Recession One of the biggest reasons the rank and file investor loses money during a recession is a lack of focus and plan. It is true that markets will get volatile from time to time. But why institutions tend to make money during these
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