Portfolio Strategy
Simply put, the role of the portfolio manager is to provide the discipline and the knowledge to help you achieve your goals.
Financial Planning is the process of identifying problems and goals, and developing plans, methods, and tools to solve those problems and attain those goals. Once the planning process is complete, the advisor generally turns to saving and investing to help meet financial goals.
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Read more about the importance of having a portfolio manager
The role of the portfolio manager is to obtain the best return at the most reasonable risk for your investments to reach your goals. That means, they have to offer diversification and well-researched and well thought out methodologies for determining how to best get on the right path.
A portfolio manager’s role is to be objective, be research driven, and to be aware of biases, to be able to maintain the discipline to implement the strategy that will best help the client attain his or her goals.