Every one of us has a different level of risk tolerance. If certain degrees of market movement make it hard for you to sleep, you need to lower your risk level.
It is widely known that accepting a higher risk level should provide for greater expected returns. Yet, that is not always the case. And YES, you can make money in a bear market!
Based on decades of investment management experience, we know that if your portfolio and your risk tolerance are out of alignment, there is a high likelihood you will not be happy with your investment plan.
Gone are the days of "set it and forget it" investment management. The markets have simply grown too large and now have computer trading (Algos) creating huge price swings.
At FCM, we offer customized levels of risk/reward portfolio options. We will work with you to help determine a "best fit" based on your personal level of risk tolerance and return expectations.
Our firm monitors your investments on a daily basis. We are always available to meet with you to review performance and risk levels. You can always adjust the risk level of your portfolio at any time with absolutely no cost!
Copyright © 2020 Fleet Capital Management, Llc - All Rights Reserved. “Fleet Capital Management, LLC is a registered investment adviser in the State of Colorado & Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.”
Fleet Capital Management, LLC maintains a five hundred thousand dollar minimum threshold per household (not per account)
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