Shared Fiduciary Responsibility
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As an independent consultant and partner, the professionals at BHS can share fiduciary responsibility under a 3(21) or 3(38) co-fiduciary arrangement, and implement a disciplined process to help better manage fiduciary obligations.
We understand not everyone is a retirement plan guru, so we make sure important plan level data is easily digestible and aligns with your organization’s goals.
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Which is the best investment analysis method?
The most suitable method depends on various factors such as the investment type, goals, risk tolerance, and individual preferences. Common investment analysis methods include fundamental analysis, which evaluates the financial health and prospects of a company, and technical analysis, which examines historical price patterns to predict future price movements. Other approaches include quantitative analysis, market sentiment analysis, and value investing. The best method for an investor would be one that aligns with their investment goals, provides a comprehensive evaluation of potential investments, and fits their risk profile.
How do you analyze your investments?
Analyzing investments involves assessing various factors to evaluate their potential risks and returns. This can be done by conducting research and gathering information about the investment, such as its financial performance, industry trends, competitive landscape, management team, and market conditions. Investors may use different methods and tools to analyze investments, including financial ratios, valuation models, market research, and expert opinions. They also consider their own investment objectives, risk tolerance, and time horizon when making investment decisions. The analysis process helps investors make informed choices, mitigate risks, and identify investment opportunities that align with their financial goals.
What does investment analysis include?
Investment analysis typically includes evaluating financial data and other relevant information to assess the viability and potential returns of an investment. It involves analyzing financial statements, such as balance sheets, income statements, and cash flow statements, to understand the financial health and performance of the investment. Additionally, it may involve assessing market trends, industry dynamics, competitive advantages, management quality, and macroeconomic factors that can impact the investment's prospects. Investment analysis helps investors determine the risks and potential rewards of an investment, make informed decisions, and build a well-diversified portfolio.
Get in touch with our BHS experts about investment analysis.
Investment advisory services offered through Global Retirement Partners, LLC dba BHS Financial Services, an SEC registered investment advisor.