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Professional Asset Management
Tips and Tricks:
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Determine a responsible person to be in charge of your assets
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Figure out your asset life cycles
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Track your assets routinely
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Understand the depreciation of you assets
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Implement an automated asset management solution
What is it?
A big name for something simple. It is the management of various securities, such as shares, bonds and other assets like real estate that meet specified investment goals for the benefit of you
How does it work?
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Through consultations you can develop a person profile of your individual investment needs and objectives, time horizon, and attitude toward investing
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Maximizing your investment returns can relative to your risk tolerance through the carefully diversified allocation of your portfolio
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The asset allocation policy is implemented by investing in a well-diversified portfolio. accounts over $50,000 are managed by preeminent institutional money management firms, not normally accessible to an individual investor.
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The investment portfolio is carefully monitored on an ongoing basis to ensure that it remains consistent with your agreed0upon asset allocation policy. if the relative value of investments in your portfolio changes enough to become inconsistent with this policy, it is rebalanced.
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Communicate on a regular basis and providing a report showing account level performance reports and statements providing details of your account-including total asset value and a record of all transactions that occurred during the period
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Meet our Asset Manager
Paul Dietrich is CEO and Chief Investment Officer of Fairfax Global Markets LLC, and previous CEO and Chief Investment Officer of Foxhall Capital Management INC.
Fairfax currently manages investments for private investors, retirement funds and private institutions throughout the United States.
He is an international corporate attorney and was formerly associated with two Washington, DC law firms, Squire, Sanders & Dempsey (now Squire, Patton, Boggs), and Jones Day.
As an attorney, Paul had been an advisor on privatization and economic development issues to the World Bank, as well as several governments in Asia, Eastern Europe and the former Soviet Union.
Before entering the practice of law, he served as Publisher and Editor in Chief of Saturday Review, one of the United States’ oldest cultural magazines. He also served for four years as an elected State Representative (Republican from St. Louis County) in the Missouri General Assembly.
Mr. Dietrich has been a frequent on-air commentator for CNBC, Fox Business News, CNN and Bloomberg TV. He has also been a frequent contributor to the editorial pages of the Wall Street Journal, the Washington Post, the London Times, the International Herald Tribune, the Singapore Times and the South China Morning Post.
From 1994 to 1997, he was editor of both the Reuters Emerging Markets Guide and the Reuters Asian Stock Sourcebook.
He is also President of the Institute For International Health and Development. He has served as a member of the Board of Trustees of the Catholic University of America, was a member of the National Advisory Board of Harvard University's School of Public Health's Aids Institute and a member of the Advisory Group on International Health Systems Assessment of the New York Academy of Sciences. He has been a member of the Advisory Board of the John Templeton Foundation. He has also served as a member of the Development Committee of the PAHO (Pan American Health Organization), and as a member of the Board of Directors of the U.S. Congressional Human Rights Foundation and the American-European Community Association.
He is also the Editor of the award winning book, A Guide to American Foreign Policy (1982) and the author of the book, The Ultimate Baby Boomer's Guide to Retirement Investing.
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