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Ep. 5 | Financial Portfolio Construction & Management

I recently delivered a webinar on Financial Portfolio Construction & Management. The discussion focused on the hypothetical situation of a typical investor in the accumulation phase of their life. Mid 30s, single, no kids, no major debts, secure job with above average salary, and focused on saving for retirement.

A method called the portfolio pyramid is used to build a strategy for this investor, adressing the overall capital allocation structure, strategy selection, security selection, and risk management.

If you missed the webinar you can still view the YouTube video here:

Lowercase Capital LLC is a Texas investment adviser. For more information about the products and services offered by Lowercase Capital LLC please visit the About Us page, the Services page, or email info@lowercasecapital.biz.