Personalized Investment Strategies
At Barak, we'll get to know your objectives by identifying your time horizon, risk profile, and goals and we'll create customized strategies to fulfill them. Our team uses a mix of asset classes including cash and cash equivalents, stocks, bonds, mutual funds, exchange-traded products (ETPs) and alternative investments, such as commodities and real estate investment trusts (REITS) to manage your tailored strategy.
Prudent investment management begins with:
Liquidity - describes the degree to which an asset can be quickly bought or sold. The term refers to how long and what it takes to convert an investment into cash. Cash is the most liquid asset. However some investments are easily converted to cash like stocks, Bonds, Exchange Traded Funds, and Mutual Funds.
Diversification – is a strategy that mixes a variety of investments within a portfolio. Diversification can be achieved through investing in asset classes, sectors, industries and geographically.
Asset Allocation – divides an investment portfolio among different asset categories, such as stocks, bonds, and cash. Different asset allocations are used for different objectives.
Asset Classes – included in asset classes are stocks, bonds, cash equivalent or money market instrument, real estate, commodities, derivatives, and cryptocurrencies.
Time Horizon – Period in which investments are held until the funds are needed.
Mitigate Investment Risk
- Review asset allocation and diversification strategies to align with time horizon.
- Use a disciplined approach to buying and selling in different market cycles. Don’t react to short-term market volatility.
Phone: (929) 284-2727