What I love most about Investment Management is that it serves a blend of quantitative and qualitive purposes.
Quantitatively, as an Investment Manager, I study various financial markets, value securities and analyze performance. Each research tool can then used to build an optimal investment strategy, as our team aims to maximize clients’ wealth.
However, the qualitative “why” of Investment management is just as important, if not more. For instance, I help individuals understand the need to set financial goals. As these goals are set, risk tolerances are identified; it is now possible to create a strategic investment plan tailored to meet each client’s needs.
The first investment I ever made was to be an athlete. As an athlete, I was wired to compete and be the best athlete I could be. The hours of training and persistent effort during long practice hours were never a chore, but were for the love of the game. Although I did not know it at the time, that dedication to the game generated the highest Return on Investment (ROI) I had achieved at the time.