Private Investments – what do they do to the risk of your portfolio?
You should really think twice about adding that private investment because the probability of having a home run is really low.
They can really increase the risk of your total portfolio.
Our philosophy is to create a diversified global portfolio of stock and bond mutual funds based on the client's goals and risk tolerance, so they can sleep at night and enjoy the life their money intended them to live.
If you would like a second opinion on your portfolio, give us a call or schedule a call with the link below. https://calendly.com/damiboulder/30-minute-call-afternoon-second-opinion
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”) with its primary place of business in the state of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. References to registration with the SEC do not imply any endorsement or approval of the qualifications of the firm, nor do they imply that the firm’s representatives have attained a particular level of skill or training. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
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