150A Andover Street
Investment management is a combination of using time-tested wealth-building strategies and the ability to take advantage of timely opportunities. Our Ipswich Bay Advisors team has over 30 years of investment and financial planning experience. We’re here to help you make sound decisions about your portfolio, improving your chance of building real wealth.
You need to work with someone who understands your financial situation and your goals. We take a comprehensive approach to your finances, helping you preserve more of your wealth. Investment management is not just about choosing the right assets for your portfolio, it also includes selecting suitable investment vehicles to reduce your tax burden and help you financially prepare for the future.
Everyone has different investment goals. You may want to save for retirement, fund your child’s college education, or travel the world for a year. As investment managers, it’s our job to help you pursue your financial goals. We designed our private-asset management service to help you preserve and grow your wealth while minimizing investment risks. These are some benefits you may enjoy by using our investment management services:
When you work with our team, we become intimately familiar with every aspect of your financial situation and investment needs. This allows us to create a personalized strategy that works for you. We thoroughly research every recommendation to make to ensure it’s in line with your financial objectives and personal risk tolerance level.
Investment management includes the buying and selling of assets on your behalf, adjusting your portfolio to ensure the diversification of your assets, and keeping within the limits of your overall risk tolerance. Your portfolio may be part of a 401(k) or 403(b), or you may have private investment accounts you want us to manage.
We’re here to help you invest for the long term while staying in touch regularly, updating you about your assets, and taking advantage of opportunities as they present themselves. We also work closely with other professionals, including your tax accountants and attorneys, to ensure we address your financial needs in a comprehensive way.
Should I Be Investing?If you want to save for your financial future and build wealth, we recommend investing a portion of your income regularly over a long period of time. While you won’t build up significant assets overnight, investing may give you the best chance of building a prosperous future for yourself and your family.
Is Investing Risky?Yes, all investing is risky. However, not investing is also risky. When you keep your money under your mattress or in a savings account, you don’t even keep pace with inflation. This means any money you save will lose value over time, which means you lose purchasing power. If you’re still concerned about the stock market risks, we can help you minimize your investment risks to give you a greater chance of building wealth.
How Can I Minimize Risk?We can reduce your risk exposure by selecting assets with a good earning or cash flow potential. We also consider asset correlation to diversify your investment risk. Finally, we use the latest financial and economic information to make decisions about your portfolio. And while we’re your investment managers, we’ll keep in touch with you about your investments periodically.
Does My Age Affect What I Should Invest In?Maybe. Younger investors have more time to build wealth and can afford to take more risks. However, it’s not your age as much as your investment objectives, timeline, and risk tolerance that affect what you should invest in. Our wealth management experts can devise a strategy that works for you, no matter what age you are.
All investing involves risk including the possible loss of principal. No strategy assures success or protects against loss.
Asset allocation does not ensure a profit or protect against a loss.
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.
We want to be on your financial team and help you reach the financial goals you’ve set for yourself. We pride ourselves on offering personalized investment management services designed to limit risk and protect your wealth. Call the Ipswich Bay Advisors team today for a consultation and get started with your investment goals.