INVESTMENT INDUSTRY KNOWLEDGE
To help our clients better understand their investment options we offer an explanation on how the investment industry works using our handy chart, which functions in helping you understand the investment industry, not only as an educational tool but also as a handy reference chart. This investment chart outlines all of the 5 separately regulated investment marketplaces, which are:
1) Public – Stocks & Bonds
2) Public – Mutual Funds
3) Private Equity
Follow the links below for brief explanations of each:
FINANCIAL PRODUCT SELECTION
Our best client is an informed client so once our client better understands the 5 separately regulated investment marketplaces we are in a much better position to implement investment planning strategies on their behalf. With the help of our proprietary financial planning software called Financial Vision, which provides a very simple and easy to read lifetime financial projection, our client has a very clear picture of their overall finances throughout every stage of their life (we also use Financial Vision for creating the same financial projections for holding companies and trusts).