Leslie Myers, CLU, CFP®, MBA
Michael Rosenthal, CFP®

CONNECT

Address:

650 South Cherry Street, Ste. 1250
Denver, CO 80246

Phone:

(303)393-0340

Fax/Other:

(303)393-0332

Investment Strategies

These are numerous, varied, and usually client specific. Saving money and putting money in a well-diversified* portfolio are examples of two separate strategies. How much to have in a bank versus investing for potentially better money and better return is a common dilemma among investors.

  • What methods are used to address this puzzle?
  • How to determine proper diversification?

These are areas in which a qualified investment professional can help.

 

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.