Financial Poise


  • October 19, 2021
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A Portfolio is any collection of financial assets that is owned or held by an investor and/or that is managed by financial professionals or groups. Portfolios do not have to any defined type of investments and can be a mixture of public and private investments. Most investment portfolios are created on a case-by-case basis for the specific needs of the investor including time frame, investor objectives and the investor’s ability to tolerate risk over a period of time.