Global Investment Management
Relationships are not built overnight and communicating is not always easy but given our shared responsibility for the future, it falls on us to to implement a financial plan to help secure a better life for those who have put their trust in us.
From IPS to Portfolio Construction
Elements worthy of consideration in drafting an Investment Policy Statement given current market conditions are many (including but not limited to risk tolerance, liquidity requirements, growth goals, time horizon, legal and taxes) but constructing a portfolio around the IPS will go a long way to meet goals.
Domestic and International exposure to Fixed Income, Equities, Real Estate, Currency, Private Equity, Venture Capital, Commodities.
Global Strategic & Tactical Allocations
Balancing priorities as temporary changes to weightings of factors incorporated in the IPS may require a tactical tilt in geographical exposures in the portfolio.
Diversification helps reduce risks a portfolio is inherently exposed to including systemic, country, interest, currency and volatility.
Compliant with Global Regulatory Authorities regarding Anti Money Laundering and Know Your Customer policies to remain a trusted partner.
OPV Partners, LLC is a Registered Investment Adviser. This website is for informational purposes
only. Advice is limited to clients and prospective clients.