Portfolio Management

There are several approaches to managing your investments. 

Do it Yourself

If you have carefully read the material on our site, you have already picked up valuable money management advice. But guidelines are one thing and constructing and executing a plan  is something else.  Without the steady hand of professional management, individual investors tend to fall into one or several traps. They:

Mutual Funds

Mutual funds claim to offer investors the benefits of low cost, diversification, and professional management.  But mutual funds suffer from many shortcomings:

High expense

Impersonal Service

No consistency

Fail to time market

Conflicts of interest

The fund managers may favor:

Underperformance


Dividend Investments – Private Portfolio Management

At Dividend, we construct investment portfolios that suit the risk tolerance and investment time horizons of our clients.

We provide our investors the following advantages:

Our mission is to help you achieve your financial goals, whether it be to buy a home, help your kids through school, start a business, attain financial independence, or save for retirement.

Phone: (09) 777-6800
E-mail: [email protected]

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