The PERFECT investment. Have you ever wondered what the “perfect” investment would be? From time to time we’re asked “what’s the perfect investment?” The trouble is that there isn’t ONE perfect investment. EVERY investment has imperfections. Anybody who tells you otherwise isn’t telling the truth.
If it did exist, what would the perfect investment look like?
- Safe. The perfect investment would never go down in value, right?
- Unlimited growth. The perfect investment would grow like crazy, right?
- Liquid. The perfect investment would always be liquid and available to us, right?
Unfortunately, no such investment exists. If we want to minimize risk, we have to give up some growth. If we want liquidity, we may need to give up growth potential or increase risk.
We work with investments of all types. If we want to minimize risk does growth have to suffer? Do you have liquidity? Do you have too much liquidity? What is the best way to balance liquidity? There’s no such thing as a perfect investment; we strive to create the perfect mix of strategies for your situation. We do that by carefully considering a number of investment options, including:
- Managed Accounts
- Exchange Traded Funds
- Money Markets
- Certificates of Deposit
- Unit Investment Trusts
Remember: EVERY investment has imperfections. If somebody tells you otherwise, click on the “Contact Us” section of our website. We welcome the opportunity to sit down with you to discuss your situation individually.
Call us today for your free appointment! (530) 672-1703 or (707) 297-6934, or email, firstname.lastname@example.org.