Why Investment Management?
If you are uncertain about the stock market or lack the time to properly manage your investment portfolio, we can help you gain control over your investments. We offer the guidance you need to help clarify your investment needs and maximize your investment return.
Are you asking yourself the following questions?
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How can I monitor the stock market, when I have a full time job?
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My friends tell me tips on when to buy a stock, but when is a good time to sell?
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What is asset allocation and how can it help me?
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Should I discuss my investment strategy with an expert that knows my needs?
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How are my stocks performing in relation to the various indices?
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Why can`t I have a report that adequately shows the performance of my portfolio?
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How do I calculate my risk tolerance?
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Has my investment portfolio has reached a size where I am no longer comfortable managing it myself?
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How do I maximize my returns without taking undue risks?
PIERMONT can help you.
PIERMONT identifies your needs and goals through a disciplined analysis of your specific situation. We will help you evaluate your risk tolerance, time horizon, your personal, business and family circumstances, tax implications, and other variables (such as stock preferences) that affect your investment strategy. We adopt a long-term investment outlook with the core of our investment strategy being asset allocation.
Asset allocation is the single most important determinant of investment success, responsible for more than 90% of portfolio returns according to certain studies. By carefully balancing your funds among a range of asset classes, each with different performance characteristics, we help you achieve your individual objectives at the lowest level of risk.
We provide the information you need to understand your investments. In addition to monthly statements, we provide you with an extensive analysis of your investments each quarter or as requested. You have an ongoing relationship with us to help guide your investments and ensure that your portfolio remains appropriate over time. We add value at each stage of the process. With extensive experience, we understand both the personal and the quantitative sides of investing. In addition to evaluating the markets and developing investment strategy, we are a source of investment information and a professional "sounding board" for your ideas. PIERMONT helps create your overall investment plan while attending to the details of each element within your personal plan.
Because we offer a customized relationship-centered approach, we will contact you frequently, alerting you to the investment implications of political and economic events or discussing the changes in your own life situation that may require an investment response. Regular meetings throughout the year provide an opportunity to assess performance and modify the portfolio when appropriate. We are, of course, available to you at any time for meetings or telephone calls. PIERMONT`s investment management services are consistent with our emphasis on quality, safety and putting your interests first. We sincerely believe that these services afford the greatest opportunity for long-term success.
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