What Is Your Investment Style?

Do you know your investment style? Do you know what an investment style is? You may have heard the terms, “buy and hold”, or “actively managed”. How about “sector rotation”? Each of these refers to a particular style of investing and many other styles exist as well. The point I want to make is that if you adopted one of the most popular styles, and the style that many investors fall into by ease, you probably lost money during the past ten years.

Typical Investment Industry Compensation Models

There are a few standard sales or distribution models employed by the Broker-Dealer and Investment industries. Each model compensates the broker or planner in a different manner. Though most still incent the broker/advisor to seek out investors with larger amounts to invest.