Professional Account Management

In the past, a balanced investment portfolio consisted of

• Equities (stocks)
• Fixed income (bonds)
• Money markets (CDs, time deposits)
• Real-estate
• Cash

Modern portfolio theory now takes into account many new issues and paradigm shifts that have altered the definition of the ideal balanced and diversified portfolio.

Most portfolio analysts now recommend a much broader asset diversification into a spectrum of non-correlated investments including:

• Futures
• Futures options
• Commodities
• Foreign exchange