Invest in MATCO Funds Today
Starting to invest may seem like a daunting task - there are many options on how you can approach it. Once you have identified that you personally have the ability to invest there are a couple of main avenues you can explore based on several factors such as: size of account, fee preference, and advice needed.
Do it yourself (DIY)
There are many platforms that range from the big banks to smart folios that will let you build your own portfolio. This assumes that you have the sophistication and emotional capacity to build a diversified portfolio that matches your short and long-term goals. The benefit to this type of structure is a lower fee, but a disadvantage can be that your emotions may hinder your ability to achieve long-term gains.
Investment advisor
An investment advisor is a traditional broker in the financial services industry. Movies like 'Wolf of Wall Street' have been based on this type of profession. An investment advisor can provide advice for a fee or commission when building an investment portfolio. This takes some of the pressure off the individual but does still rely on a base level of sophistication as the portfolio decisions are shared. The investment advisor provides advice to the investment decisions but at the end of the day, the client makes the decision on whether to buy or sell. A large benefit to this structure is having an investment professional available to manage your personal emotions when times are bad and provide sophisticated recommendations that should line up with your short and long-term goals.
Portfolio Manager
A Portfolio Manager has a fiduciary duty to their clients. This means that they can trade on behalf of their clients to work towards their financial goals. This traditionally aligns the overall goals of the client and portfolio manager, with a model where everyone benefits from the accounts increasing in value. A portfolio manager should manage emotion from the clients and provide a buffer between the clients and their investments. Portfolio managers are usually paid on a fee of invested capital and can provide other services such as financial planning, estate planning, and tax strategies.
Many investment firms have account minimums, and individuals should always be aware of the fees and value associated with the avenue they pursue. If you have any questions, please feel free to connect with me.
If you have any questions or would like to discuss further, please feel free to connect with me, Tom Stachiw, or one of our other portfolio managers.
Click here to email Tom Buy our MATCO Funds today
Tom Stachiw, CIM
Portfolio Manager
Local: +1-403-718-7792
MATCO FINANCIAL INC.
Founded in 2006 to manage and service seven family offices, today Matco offers the benefits of our extensive investment management experience to individual investors, foundations, endowments, condominium corporations, trusts, corporations and not-for-profit organizations.
Our mission is to simplify the investment world for our clients by understanding their needs and providing exceptional investment solutions that preserve and grow capital.