At Sunmark Capital Management, we continually monitor our clients’ portfolios and make strategic adjustments based on our market outlook and clients’ risk tolerance. Each month we send out a market monitor to all our clients which provide our latest thoughts on investment allocation along with timely commentary.
Even though all investors are trying to make money, each one comes from a diverse background and has different needs. It follows that specific investing vehicles and methods are suitable for certain types of investors. Although there are many factors that determine which path is optimal for an investor, we look at two main categories.