Create Your Investment Process

Happy Monday, wealthy people! 

Over my 15 years in the wealth management industry, I have interviewed thousands of fund managers to find the “best” managers who could outperform. I would evaluate these professional investors on their investment philosophy and process.

Investment philosophy is a fund manager’s belief about how to best profit from the financial markets. For example, it could mean investing in growth stocks, small companies with good valuations, or international real estate.

No matter what a manager’s investment philosophy is, they need a robust investment process to execute it.

Read more to find out how to create yours.

In today’s email:

👉 Stock Market Update 

👉 Investing Strategies - Create Your Investment Process

👉 Ask Me Anything - Can I buy shares in an IPO?

👉 Sip of Learning - 3 Ways to Invest in International Funds

Grab your latte and let’s get started!