July 02, 2024
3 Keys to Building the Right Portfolio for You
In this session, Chief Planning Officer Jeffrey Levine guides participants through the key factors to consider when building a personalized investment portfolio.
Constructing an investment portfolio tailored to your specific needs and objectives can feel intimidating. Beyond choosing the right types of investments and understanding their risks, costs and tax implications, determining the best way to allocate the funds is a challenge without a clear understanding of your financial goals. In this session, Chief Planning Officer Jeffrey Levine guides participants through the key factors to consider when building a personalized investment portfolio.
In this session, he covers how your wealth advisor can help:
- Harmonize your life and financial plan with your portfolio strategy.
- Implement an investment philosophy based on evidence-driven principles and an understanding of the associated risks.
- Build and manage a portfolio that effectively allocates your investments in the optimal accounts based on your overall financial planning needs.
About the Author
Jeffrey Levine
Chief Planning Officer
Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.