Portfolio management is the technique of overseeing a client’s investments and connecting these techniques to client goals while monitoring risk.

For example, you have a sum of money you would like to invest. An investment portfolio management firm will help you define your goals and risk of losses while developing an investment plan and path that leads to your goals

This investment article will take you through the basics of investment portfolio management and guide you through specifics and processes.

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Many people are interested in diversifying their investment portfolio with either a traditional IRA or a Roth IRA. No matter the situation, IRAs provide a worthwhile option for investing in your retirement.

savings in hand
Photo by Alexander Mils on Unsplash

A common question we often receive is, “how much money do you need to start an IRA?” This could be either a traditional or a Roth IRA.

This IRA post dives into this question to give you all the necessary information you may need. We outline the differences between traditional and Roth IRAs to help you determine which option best suits your unique financial situation.

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Sean Casterline

Sean Casterline

Wealth Manager at Delta Capital Management located in Maitland, Fl.