Financial Partners
| Helping you along the path to financial peace of mind..... |
| 212 Carnegie Center Princeton, NJ 08540 - (P) 609 575 6762 - (F) 609 751 9253 - (E) info@rochepartners.com |
| Copyright © 2011 Roche Financial Partners LLC. All rights reserved. Disclaimer. |
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Investment Management Services
At Roche, we understand that successful investing is a critical component to reaching
your goals. That is why we spent a considerable amount of time reviewing industry
best practices and researching the most effective approaches. Our research revealed
three core investing principles that Roche Financial Partners adheres to when
investing your portfolio.
At Roche, we understand that successful investing is a critical component to reaching
your goals. That is why we spent a considerable amount of time reviewing industry
best practices and researching the most effective approaches. Our research revealed
three core investing principles that Roche Financial Partners adheres to when
investing your portfolio.
 | Build and Maintain Diversified Portfolios |
- Most investors spend too much time selecting individual investments instead of
deciding on the correct mix of asset classes and sub-asset classes. Portfolios
should be invested across a diversified mix of up to 25 global asset classes
and sectors and periodically rebalanced.
| Minimize your Total Cost of Investing |
- Managing your Total Cost of Investing (TCI) is important to successful
investing. These costs have a significant impact on the client's net investment
return and play a critical role in the probability of realizing your goals.
| Stay Disciplined to your Wealth Plan |
- The appeal of market-timing and chasing performance is strong, but these
strategies are rarely successful and empirically have under-performed
portfolios that are constructed through careful asset allocation. Successful
investing is a function of patience and discipline - not hasty judgment. At
Roche, we will design a custom portfolio to meet your needs and then stay the
course for stronger performance.
Analyze the risk, return, and
correlation of over 60 asset
classes to build the Roche
universe of 25 asset classes
correlation of over 60 asset
classes to build the Roche
universe of 25 asset classes
Using Modern Portfolio Theory,
select and combine 5 to 20 asset
classes to create strategic asset
allocation models
select and combine 5 to 20 asset
classes to create strategic asset
allocation models
Construct the client's investment
portfolio by purchasing the
securities according to models
portfolio by purchasing the
securities according to models
Analyze dozens of key
investment characteristics on
thousands of securities and funds
to find the best option for each
asset class
investment characteristics on
thousands of securities and funds
to find the best option for each
asset class
Reevaluate and rebalance the
portfolio when neccesary
portfolio when neccesary
| Asset Class Analysis |
| Portfolio Construction |
| Portfolio Design |
| Security Analysis |
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| Review and Rebalance |
| Portfolio Selection and Customization |
Select the portfolio that best fits
the client's financial requirements
the client's financial requirements
| 609-575-6762 * Info@RochePartners.com |