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150A Andover Street Suite 2 Danvers, MA 01923

978.777.6554
rcella@ipswichfinancial.com
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Investment Management

Investment Management

Your Guide to Investment Management

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.

The Benefits of Investment Management

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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:

  • Personalized investment strategy
  • Protect your portfolio
  • Grow your income and your wealth
  • Reduce your tax burden
  • Plan for Retirement

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.

Examples of Investment Management

Examples of Investment Management

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.

FAQs about Investment Management

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.

Let’s Talk about Your Investment Goals

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.

Set an Appointment with Richard

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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