Educated Portfolio Management is Key

When it comes to your portfolio, education is important. Having an in-depth understanding of your investments allows you to better manage your future.

Video Transcript

Kim Molitor, Relationship Manager: We have a lot of clients that come to us that have probably been managed in the past very generically, a fund of funds, and there’s nothing wrong with that. That’s a strategy that works for a lot of people.

A lot of people that come to us compliment us that we’re looking for the best managers out there, the best type of funds that fit that client’s needs. So when we put together a portfolio, they’re going to understand more about what’s in that portfolio than they’ve understood in the past at their prior manager.

Understanding your investments is a key component to managing your future.

So, in our portfolio, they’ll understand why we have a mix of investments. How those investments interact with each other. They’ll understand the mix and it can be very generic. We have clients that like a lot of specifics and they like to dive in and have the detail, but we have a lot of clients that just want to have an overall education.

For an in-depth portfolio review and to get all your investment questions answered, give us a call at 920-230-2215.

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Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904