Tony Michaels’ Post

You'll know the saying you've got to kiss a lot of frogs to find a Prince? It is the same with reviewing investment opportunities. We look at a lot of investments before selecting those that we deem suitable for client portfolios and it may take 6 months of due diligence or even longer to gain comfort on a manager depending on the complexity. Of course we can move quickly where required and particularly when we have already done a lot of work on a manager and/or asset class. We started our Investment Activity Report to give clients a look behind the scenes and understand the depth of work that goes on before making portfolio changes. At times a portfolio can be fairly static and it is important that clients have transparency as to the work we do. It has had the added benefit of instigating great conversations around thematics and also enables our clients to easily integrate our work into broader portfolio discussions. #teamwork #legacy #wealthmanagement #relationship #familypartnerships #purpose #providence #transparency

Our Associate Investment Advisor, Ben Sullivan, explores the latest updates on our activity and diligent research, which have shaped our investment strategies over the past months and are now reflected in our clients' portfolios. #investments #duedilligence #investmentresearch #wealthmanagment #equities #credit #investmentstrategy #wealthpreservation #finance #wealth

🌟 Join us for our upcoming Investment Insights Webinar on July 18, 2024, at Noon PT! 📈 Gain exclusive insights from our investment experts as they review the second quarter and forecast trends for the coming quarter. Get ready to explore investment themes, portfolio positioning, and participate in a live Q&A session. Don't miss this valuable opportunity to optimize your investments! Register now for this 45-minute webinar: https://lnkd.in/gziGxnEJ #teamff #investmentinsights #investments #economy

🌟 Join us for our upcoming Investment Insights Webinar tomorrow, July 18, 2024, at Noon PT! 📈 Gain exclusive insights from our investment experts as they review the second quarter and forecast trends for the coming quarter. Get ready to explore investment themes, portfolio positioning, and participate in a live Q&A session. Don't miss this valuable opportunity to optimize your investments! Register now for this 45-minute webinar: https://lnkd.in/gziGxnEJ #teamff #investmentinsights #investments #economy

🌟 Join us for our upcoming Investment Insights Webinar on July 18, 2024, at Noon PT! 📈 Gain exclusive insights from our investment experts as they review the second quarter and forecast trends for the coming quarter. Get ready to explore investment themes, portfolio positioning, and participate in a live Q&A session. Don't miss this valuable opportunity to optimize your investments! Register now for this 45-minute webinar: https://lnkd.in/gziGxnEJ #teamff #investmentinsights #investments #economy

Talking points for H2: How can the investment sector respond to period of transformation? As the investment industry heads towards the summer break and takes stock of the first half of 2024, I think for many people there will be a sense of dislocation as they try to navigate a landscape that is being reshaped before their eyes. Check out Katrina Lloyd's latest article 👇 https://incm.pub/467y9o6 #investing #assetmanagement #wealthmanagement #finance

Unlocking the Power of Alternative Investments: A Guide to Diversification and Growth #investment #capitalmarket #securitiesmarket #investmentbanking #learning #equity #finance

Understanding the difference between an investment fiduciary and investment dealer can really give you a perspective on where wealth is being entrusted. Read for more: https://lnkd.in/gUNsvZZh #finance #investment #wealthmanagement #fiduciary

📈 Looking to maximize your returns? Check out these eight bargain investment trusts that could potentially bring you up to 90% returns over five years! 💰 Invest smartly and secure your financial future now. #InvestmentTrusts #FinancialPlanning #MaximizeReturns Learn more here: https://okt.to/BWSnJt

📣 Register for our upcoming webinar! 📣 Gain insights directly from our investment experts on how the first quarter ended and what you can expect in the coming quarter. 📈 We will share investment themes that our team is monitoring and how those are impacting your portfolio. Also, this is your chance to ask our team whatever is on your mind. Be sure to register for this 45-minute webinar. Register here 👉 https://lnkd.in/gMk7KUut #teamff #investment #economy