Hemispheres Investment Management is a separate account manager. Unlike mutual funds where client assets are pooled, you will have your own account and a plan designed specifically to accomplish your future financial goals and objectives.
Hemispheres Investment Management services place institutional and individual investors on a path to meet their financial goals. The investment management concept includes financial analysis, the development of your portfolio that is consistent with your strategic plan as well as the selection and allocation of securities that our team of professionals believe will outperform the market benchmarks. The goal of investment management is to maximize returns while minimizing risk by diversifying assets across multiple asset classes and divergent markets.
Hemispheres offers clients greater diversification possibilities than most investment management firms because of Hemispheres ability and vast experience investing in global markets. Examples of asset classes include money market instruments, bonds, investment in small, midsized, or large capital stocks, investment in attractively valued growth or value type stocks.
Investment strategy refers to specific investment planning that will help an investor achieve individual financial and investment goals. Each investor’s unique strategy depends on many variables which includes the time horizon. For an individual investor this often correlates with age and retirement.
Other factors might include the amount of available capital, specific financial obligations to meet liabilities or lifestyle requirements, and investor risk tolerance. A low risk tolerance could be met by allocating more of the portfolio to bonds, value stocks, and increased diversification to name a few methods. A more aggressive investor could increase the allocation to stocks and/or have a more concentrated portfolio. There are many unique requirements that we can discuss with you as we develop the appropriate strategy for you. We would add that strategy development should be reviewed frequently for any changes that emerge in your situation.
Source: The World Bank “Global Economic Prospects,” June 2023
Disclosure: Hemispheres Investment Management is a fee-based registered investment advisor (RIA). The firm is an independent RIA and is 100% employee owned. Hemispheres is registered in the state of California and Colorado and has a western U.S. client focus but also can and does help a limited number of clients with their investments needs in other states. All of the firms’ clients custody their investment assets at Charles Schwab & Co. Hemisphere’s investment focus is global investing in which it manages client accounts that comprise both domestic and international listed-securities. A copy of the firm’s regulatory written disclosure document is available upon request. HIM’s website is limited to the dissemination of general information pertaining to its advisory services. The publication of Hemispheres’ website on the internet should not be construed by any consumer and/or prospective client as HIM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet.
Explore Hemispheres Investment Management’s expertise in Investment Management and Strategy Development. Contact us today for personalized financial solutions.
Hemispheres Investment Management offers compelling reasons to choose their investment management services:
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Hemispheres Investment Management offers comprehensive Investment Management services, optimizing portfolios for returns and risk. Additionally, our Strategy Development services provide tailored plans, leveraging market insights and strategic analysis to achieve clients' financial objectives efficiently.
Hemispheres Investment Management guides our strategy, delivering exceptional results for our financial goals.
As a long-term client, I attest to Hemispheres Investment's value, strategic approach, and personalized service for our success.
Hemispheres Investment: Tailored plan, perfect alignment with my goals, sets industry standard in client satisfaction.
The Philadelphia Federal Reserve surveys 37 prominent economists and compiles...