The CPA Group Investment Management team can help you reach your financial goals with the least possible risk. We follow an investment strategy that begins with a complete review of your assets, goals, time horizon and risk tolerance. Then we develop an investment policy specifically for you considering your facts and circumstances.
Our basic approach to investing is known as asset allocation, which advocates that investment risk can be measured and, therefore, managed by proper diversification.
How a portfolio is allocated between asset classes and among various investments within classes accounts for 90% of its success. Proper diversification reduces volatility in a portfolio because some asset classes can react differently than others to the same circumstances and events. This produces the greatest return with the least amount of risk.
Please contact us to see how we can assist you in the following areas: