Two Words Guide Our Investment Management

Those two words are Risk Tolerance.

We dont believe anyone can guess interest rates accurately, which is why we ladder individual bonds. So, we use a laddered approach in high-quality bonds with a six-to-seven-year average maturity to balance the portfolio.

That is important to us as we meet with potential clients and make sure we understand their risk tolerance. Famed Wall Street investor Benjamin Graham said, the essence of investment management is the management of risk, not the management of returns.

We believe achieving success increases if we assess your risk tolerance and investment timeline at the start of the investment process. Knowing your risk tolerance will allow Finkelberg Investments to help determine the right mix of bonds and stocks, and to continually monitor your portfolio to stay within your risk tolerance level.