Economist with a Masters in Finance and more than 20 years of experience in finance and risk management.
I have been corporate treasurer and director of both risk management and finance in various manufacturing and financial services companies.
As part of my duties, in various responsibilities I have been responsible for the investment strategy with various risk and return approaches.
Interest in the portfolio among investors.
Millions of dollars invested in the portfolio throughout the financial system.
Interest that the portfolio among investors.
Equities: 60% (stock market shares)
Fixed income: 40% (bonds,etc.)
Risk level: High
You look for a higher return as you would tolerate losing up to 40% of the value of your investment in a recession and therefore accept high risk.
The fixed monthly fee charged by the investment professional for the use of the portfolio
Clients may incur certain charges imposed by custodians, brokers, and other third parties; please visit our Pricing section.
Investore Inc.195 Montague Street14th Floor, BrooklynNew York 11201