"PERFECT" Investment Strategies

Investing can be a complex world. Have you ever wondered what the “perfect” investment would be? From time to time we’re asked “what’s the perfect investment strategy?” The trouble is that there isn’t ONE perfect investment strategy. EVERY investment has imperfections. Anybody who tells you otherwise isn’t telling the truth.

If it did exist, what would the perfect investment strategy 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, investing is not perfect, and 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. These areas in investing are known as your investment strategies.

Strategic Investment Services

Our investment advisors work with investments of all types. If you 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? Through our knowledge of investment management, we strive to create the perfect mix of strategic investing options for your situation. We do that by carefully considering a number of investment services and options, including:

  • Managed Investment Accounts
  • Exchange Traded Funds
  • Stocks
  • Investment Bonds
  • Money Markets
  • Annuities
  • Certificates of Deposit
  • Unit Investment Trusts
  • Mutual Funds Investment
  • Retirement Investment

Remember: EVERY investment has imperfections. 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 email, craig@cfgstrategies.com.