This presentation draws on Professor Droms’ experience managing over $500 million in stock, bond and mutual fund investments for high net worth individual investors. The presentation will show you how to structure a diversified portfolio that will meet your risk tolerance constraints and help you ride out turbulent markets. Emphasis is on actionable ideas that you can implement in managing your personal investment portfolio. The session is based on similar presentations that Dr. Droms has developed for individual investors and private wealth management professionals at numerous financial services organizations and professional associations, including a total of 25 presentations at national meetings of the American Institute of Certified Public Accountants.
Evaluate your personal risk tolerance and determine whether or not your current investment portfolio is compatible with your risk tolerance.
Determine whether or not your current investment strategy is consistent with your long-term financial objectives and constraints.
Identify specific actions that you can take to evaluate and restructure your current investment strategy to be best positioned to prosper in the current and expected future market environment.