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- FDIC insured CD
- Money Market Checking
- Stock
- Bond
| - Mutual Fund
- Exchange-Traded Funds (ETF)
- Unit Investment Trust (UIT)
- Option
| - Insurance
- Fee Based Advisory Program
- Commission Based Program
- Alternative Investments
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- Advisory Program
- Asset Allocation
- Rebalancing Strategies
| - Concentrated Position
- Employee Stock Option
- Manager Selection
| - Risk Managment
- Customized Portfolio
- Global Perspective
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The individual investor should act consistently as an investor and not as a speculator. This means.. that he should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money's worth for his purchase.
- Benjamin Graham |