Investment
Investing is more than “picking stocks”, buying mutual funds, or, for that matter, even just dealing in the publicly traded stock markets. After goals and tolerance levels are identified, it encompasses active use and effective management of:
Public Markets
- Manager Selection and Monitoring
- Cost minimization
Private Markets
- Manager Selection and Monitoring
- Entrepreneurial endeavors
- Venture Capital
Real Estate
- Manager Selection and Monitoring
- Personal Use Property
- Investment only Property
Capital Preservation
- Derivatives
- Hedge funds
- Other Structures
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