Asset Management

- Asset management is the direction of all or part of a client's portfolio by a financial services institution, usually an investment bank, or an individual.

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What is Asset Management?

Why Asset Management?

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. It is important to have a plan in place in the event of a market downturn. Proper asset management can not only help put you on the road to reaching your financial dreams and goals, but also may help protect you against market downturns along the way. At Global Wealth Partners Inc™, we’d like to help manage your assets with a goal of helping you reach financial success.

Proper asset management may help put you on the road to reaching your financial dreams and goals.

What is Asset Allocation?

From the old adage, “Don’t put all your eggs in one basket,” asset allocation is the simple concept of diversifying your assets among stocks, bonds and cash. In fact, diversification is often considered one of the best long-term investment strategies for any market environment. How you divide your money among stocks, bonds and cash should be based on a careful assessment of your goals, time horizon for investing and tolerance for risk. Each asset class -stocks, bonds and cash – has a different level of risk. Investment return will generally depend upon how much risk you are willing to accept throughout different stages of your lifetime. As you get closer to retirement and your time horizon shortens, for example, you’ll want to take less risk with your overall portfolio by investing in a higher percentage of lower risk investment vehicles. On the contrary, those with more time left until their retirement may wish to put a higher percentage of the money into riskier investment vehicles like stocks. We can help you determine what’s right for you based on where you are in your investment life-cycle, your objectives and financial goals.

Why Asset Allocation?

Changing market environments will affect how each asset class behaves, and each class will react differently. For example, while one asset rises in value, others may simultaneously decrease.

Let’s Get Started

We’d like to help you make the most of the opportunities available to you and promise to act with objectivity, experience and honesty. Our services seek to help you meet your financial goals and dreams one step at a time. Allow us to assess your financial health and put you on a plan that suits you and your family. Contact us to plan for your future.

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Global Wealth Partners, Inc (“GWP”) offers wealth management services through various affiliated companies including advisory services offered by Diversify Advisory Services, LLC (“Diversify”), an SEC registered investment adviser. GWP offers additional investment services and securities through DFPG Investments, LLC., a broker/dealer, member FINRA/SIPC, and an affiliate of Diversify. GWP and Diversify are not affiliated.

https://reports.adviserinfo.sec.gov/crs/crs_326060.pdf