Asset Management

Asset management, broadly defined, refers to any system that monitors and maintains things of value to an entity or group. It may apply to both tangible assets such as buildings and to intangible assets such as human capital, intellectual property, and goodwill and financial assets. Asset management is a systematic process of deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively (Wikipedia).

After defining your financial goals, we will deliver results-oriented asset management through specialized techniques such as portfolio design and asset allocation, diversification, portfolio implementation, monitoring and reporting.

Portfolio and Asset Allocation

Your objectives and personality require their own investment strategy, which should include an evaluation within the context of risk tolerance, liquidity requirements and time considerations.  RFG, having access to a broad range of products can provide a multitude of portfolios to give you peace of mind.  The result is a portfolio design based on your objectives to provide the highest possible level of return consistent with your goals and risk tolerance.

Diversification

Since investment trends are reliable only for the fact that they could change abruptly, it is very difficult to move assets in reaction and do it successfully over the long run.  By using diversification, you will have a constant representation in all the major parts of the capital markets.  The primary benefit of diversification is the enhancement of performance and reduction in risk, making your investments less susceptible to loss.  However, diversification of your overall investment portfolio does not assure a profit or protect against a loss in a declining market.

Implementation

Once you have a customized portfolio, performance goals are achieved through appropriate and diverse investments.  RFG continually tracks and re-evaluates your investments. 

Monitoring and Reporting

Your accounts are carefully monitored and evaluated with the following criteria in mind: manager performance, portfolio objective comparison and ongoing assessment of needs.

Investing in securities involves risk of loss that clients should be prepared to bear.

To find out more about asset management services offered through RFG, contact us at (818) 330-9610 or email This email address is being protected from spambots. You need JavaScript enabled to view it.