Investment Planning & Management

This module is designed to guide you through the process of assessing your current position relating to your investments, setting sensible risk and return goals, identifying GAPs that exist in building, implementing and monitoring plans to guide you to a successful investing experience.  This module follows the seven core steps of the Wealth Stewards Strategic Direction:

Core Concepts of Investing

Over the years, when it comes to investing you have probably encountered two types of influences - friends who boast about the riches they have earned by acting on stock tips and others who have impressed upon you the  importance of safety of capital.

Investing is not about combing the financial stock pages to find companies that will emerge as the next Microsoft or discover a cure for heart disease or cancer.  Investing is simply an activity by which you participate in saving and growing your investments so that your goals and even retirement aspirations can become reality.

At Wealth Stewards we believe that your portfolio management is better left in the hands of  registered Portfolio Managers.  As a result we have identified “best of breed” managers who manage our client portfolios on a discretionary basis.  These managers are fiduciaries of your portfolio and must act in accordance with an Investment Policy Statement developed uniquely to fit you.

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