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Advanced Planning

female financial advisorPrivate Wealth Management

A portfolio management refers to the science of analyzing the strengths, weaknesses, opportunities and threats for performing wide range of activities related to the one’s portfolio for maximizing the return at a given risk. It helps in making selection of Debt Vs Equity, Growth Vs Safety, and various other tradeoffs. Major tasks involved with portfolio management are as follows.

  • Taking decisions about investment mix and policy
  • Matching investments to objectives
  • Asset allocation for individuals and institution
  • Balancing risk against performance

There are basically two types of portfolio management in case of mutual and exchange-traded funds including passive and active.

Passive management involves tracking of the market index or index investing.
Active management involves active management of a fund’s portfolio by manager or team of managers who take research based investment decisions and decisions on individual holdings.


Contact an experienced financial planner DC and Maryland can always rely upon.