Investment Management

The Pearl Planning Investment Process

Personal Investing Needs

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Investment Goals

umbrella

Approach to Risk

person with their arms raised

Personal Preferences

government building with pillars

Tax Circumstances

graph with upward arrow

Investment Policy Statement

dollar bill

Cash Needs

Professional Investment Management

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Security selection with mix of passive and active investments

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Maintenance of asset allocation (mix of stock and bonds)

storm cloud with rain coming down

Adjustment for market conditions

Ongoing Maintenance

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Rebalance based on market conditions or drift

open door

Monitor for expense or opportunities

calendar page with check mark

At least annual meeting to review and adjust personal investment policy

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