• Dr. Andreas Lawson Ph.D.

What is portfolio management, and why does it matter?

Updated: Dec 15, 2020

Portfolio management is (1) the process of combining securities (such as stocks and bonds) into a portfolio tailored to the investor’s unique financial circumstances, time-horizon, cash-flow requirements and long-term investment objectives and (2) the monitoring and adjusting of that portfolio to keep pace with the investor's evolving situation and requirements.

Investing in securities can be complicated and risky. There are two main reasons why: first, economies and capital markets are highly complex and thus difficult to forecast, making the selection of securities to include in a portfolio extremely challenging. Second, people have deep-seated psychological biases which work against investors executing a disciplined portfolio management strategy.

A professional portfolio manager can help ensure that the investor's long-term goals are met and that their portfolio's level of risk remains within the investor's tolerance level.

Freshfield’s position

At Freshfield, each client's portfolio is individually managed by a professional portfolio manager. What's more, the portfolio manager is always available to discuss their portfolio, financial plan or other financial matters.

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About Freshfield

Freshfield Investments/Freshfield Capital LLC is a Registered Investment Advisor. The firm offers portfolio management and financial advice as a fiduciary, meaning we are legally obliged to always act in a client's best interest. The firm does not earn commissions by selling products such as annuities or mutual funds. Investment services are available to clients residing in the U.S., Europe and Asia. The managing member is Dr. Andreas Uwe Lawson, B.S., M.S., Ph.D. Freshfield is located at 1800 Preston Park Blvd, Suite 105, Plano, Texas 75093.