While the investment process is straightforward—set goals, construct and implement the portfolio, and evaluate performance over time—much like in building a home, the devil is in the detail. Think about the sheer number of decisions that go into designing and constructing the kitchen alone. How big will it be? What type of finishes will you choose for cabinets, counter tops, flooring etc? The investment process is similar in that multiple decision points are encountered and significant due diligence is required to implement an investment strategy designed to pursue specific goals and objectives. The process involves constant monitoring of the economy and capital markets while continually researching and analyzing investment opportunities.
