Portfolio Management Explained | Daniel NeSmith, Security First Asset Management скачать в хорошем качестве

Portfolio Management Explained | Daniel NeSmith, Security First Asset Management

Effective portfolio management requires more than selecting investments — it requires discipline, process, and a clear plan for managing risk. In this video, Daniel NeSmith, President & CEO of Security First Asset Management, explains how portfolios are managed using a fee-based fiduciary approach, with a focus on investment selection, asset class diversification, and downside risk mitigation for low- and moderate-risk investors. Daniel walks through the firm’s investment process, including how macroeconomic conditions, sector weighting, equity exposure, and individual security selection are evaluated to help align portfolios with current market conditions and client goals. In this video, you’ll learn: • How portfolios are managed using a defined investment selection process • Why understanding the macroeconomic environment matters • How sector weighting and diversification help manage risk • What criteria are used when selecting individual securities • How block trading ensures fair and consistent pricing for all clients • Why downside risk mitigation is especially important in retirement At Security First Asset Management, our goal is to help clients navigate unpredictable market conditions with a structured, disciplined approach to portfolio management. 📍 Learn more: https://sfamga.com 📞 Contact us: 1-888-417-6278 Securities Disclosure: Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS) member FINRA SIPC, and a registered investment advisor. Security First Asset Management and MAS are not affiliated entities.