Getting Your Investment Plan Right

Global Diversified Partners

Consult

An Investment Management strategy must be based on quantifiable research and analysis. This must be combined with careful consideration of risk-reward factors and strong fundamentals. The investment management process by default caters to the long-term investor. And long-term investment is inherently vulnerable to a wide range of influences, including the value of the dollar, Wall Street, the oil & gas industry, gold, business cycles, taxation, national and international economies and market conditions, corporate liquidation, governments, takeovers, etc. An investment management plan should take into consideration your long-term needs and goals, "penchant" for risk, and your time frame. Global Diversified Partners an experienced Investment Management firm advise against acting in a knee-jerk manner regardless of the bullish or bearish conditions.

Instead, the firm will take steps to reduce the clients' exposure to the market during extended weak periods-protect the principal while simultaneously limiting your risk. Daniel Kalenov Global Diversified Partners utilizes loss guidelines, cash management and other techniques to make investment portfolios less vulnerable to organic and other risks. Diversification is the answer to successful risk management. Diversification does not mean investing in different stocks. It means owning multiple-asset classes of domestic and international equities, fixed-income investments, cash, and alternative asset classes. Diversification may also include alternative investments such as gold, commodities, funds based on natural resources, etc. The firm may also advise investing in equities of emerging economies such as Brazil, Russia, India, China and South Africa - called "BRICS" nations whose financial condition is stronger than that of many of the developed economies. The BRICS nations have comparatively stronger currencies. Tax planning is vital too.

Have you factored in your tax liabilities and the impact they may have on your investments? Daniel Kalenov Global Diversified Partners is also be able to alert you to opportunities to minimize your tax liabilities not only in the coming years but immediately. Well, if you are looking for an investment management firm, ask your shortlist of firms questions such as: "What is the scope of the firm's services? What is the firm's typical client like? Who makes decisions impacting the investment plans of clients? How good is the firm's track record in helping clients achieving their goals?"

 

Global Diversified Partners goal is to be the investment firm of choice for individuals seeking to diversify their portfolios into tangible assets, not just paper ones. When it comes to your finances, if you don't know where you're going, any road will get your there. Global Diversified Partners partner with your to re-claim your decision making, and ultimately your future. 

CONTACT

Global Diversified Partners
3639 Midway Drive - Ste B355
San Diego, CA 92110
619-500-4235
info@globaldiversifiedpartners.com
www.globaldiversifiedpartners.com

Right Investment Plan

By Daniel Kalenov

Right Investment Plan

Our goal is to be the investment firm of choice for individuals seeking to diversify their portfolios into tangible assets, not just paper ones. Daniel Kalenov Global Diversified Partners has a global focus and we're opportunistic, but prudent.

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