Trusted Regina Investments advice
Recently, one of our newer clients asked if we were ‘lazy money managers.’ Meaning, Regina financial advisors who don’t really advise, just fill out a questionnaire, invest the money and then explain why markets seem to have done what they did over the past year in the annual meeting.
The answer was ‘no’. We believe that buying low and selling high is fundamental to making money in the market. This means that, on occasion, there will be gains in an investments portfolio that need to be taken and re-invested elsewhere. Also, there are market conditions where it makes sense to ‘tread lightly’ – meaning reduce risk – and other conditions where more risk is warranted.
However, each client has a unique ability to handle risk and volatility. With that in mind, we build personal portfolios for each client using investments we know and managers we understand. Wherever we are in the market cycle and wherever you are in your investment life, we can build an appropriate portfolio to suit your needs.
Contact Worby Wealth Management Team Regina today to get your personalized portfolio.