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Active Wealth Management

Advisory service-based active wealth management is one of our major areas of focus, as it is one of the most important aspects of the total wealth management we provide for our clients.  After we review your options related to your exit strategy, risk management strategy, and tax strategy of the investments portfolios, the rate of return is definitely the next priority.  The goal of our advisory service-based active wealth management programs is to pursue a better risk-adjusted rate of return than the market average in the long run.  Generally speaking, the investments of the great majority of the investors who have a net worth of at least one million are actively managed by active investment advisors, while the investments of the great majority of those with less than one million dollars in net worth are either handled by themselves or just passively parked somewhere drifting with the volatility of the market without any supervision.  A 50% loss requires a 100% gain to make a full recovery. It is not difficult to lose 50% during a recession, but is definitely not easy to grow back 100%.  Even if a 100% recovery is achieved, the net growth is still zero.  That is the reason why so many investors did not make significant money in the long term even though they may have had many positive years of performance along the way.  That is also the reason why Warren Buffett, considered to be the best long-term investor by many, has said that there are two winning rules when it comes to investments:  Rule No. 1: Never Lose Money; Rule No. 2: Don’t Forget Rule No. 1. 

There is a saying that goes, “if you keep doing what you always did, you will keep getting what you always got.”  If you are seeking investment advice and looking forward to a difference made in your investments, please feel free to contact us at (408)586-9969 for a complimentary initial consultation over the phone.

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