Concerns such as differing asset class allocations, investment time scales, currencies, and cash flow requirements will have a specific impact on portfolio structure and the associated investment decisions.
With a team drawn from a wide range of professional backgrounds, their comprehensive expertise allows them to develop a portfolio structure that enables clients achieve their overall investment objectives.
Investing is a personal project where individual/family goals and objectives must dictate portfolio structure, management strategy, and performance evaluation techniques.
If a client wants to understand the risks she's taking, and the reasoning behind why you've chosen a particular portfolio structure, that just makes her a smart investor.
