Portfolio Management

Many people think that financial planning and portfolio management are the same thing. This is not necessarily true. The first involve setting up goals and a financial plan; the second involves setting up and maintaining an investment account.

The professionals at SOGO Wealth & Risk Management make sure that all of our clients receive the portfolio management that they need.

Here are some things that you need to ask yourself:

  • Do you trust your advisor? This is the most important question that you can ask yourself. Before you enter into a portfolio management relationship, you need to determine if you trust your financial advisor.
  • How much control should your advisor have? You can make a lot of profit with high-risk investments, but you might not be able to take that kind of risk. Make sure that your advisor knows the amount of risk you are willing to make.
  • What are your financial goals? You can make a lot of profit with high-risk investments, but you might not be able to take that kind of risk. Make sure that your advisor knows the amount of risk you are willing to make.
  • How much risk do you want to take? You can make a lot of profit with high-risk investments, but you might not be able to take that kind of risk. Make sure that your advisor knows the amount of risk you are willing to make.
  • How varied should my investments be? You have heard the common saying, “never put your eggs in one basket.” We suggest that you include a variety of investments in your portfolio. If done right, this approach will include a level of stability and profitability.

Our goal is to make sure that each and every one of our clients receive the financial support that they deserve. Do not hesitate to contact us if you need help with portfolio management.

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