The vital part of our investment approach is the sharing of ideas of our analysts. The combination of top-down and bottom-up investment techniques is the Platinum Account Group’s investment approach. The top-down technique is where the analysts begin the examination of the trends that will accelerate growth over the next three to five years or further. The management team will next utilize the bottom-up approach once they have identified the macroeconomic trends where they analyze individual companies that will be able to excel and succeed from these trends long-term.
From our extensive experience we know that preserving the spending power of allusive wealth is more important than the procuration of maximum return on investment. This tends to be the highest concern for many of those who have acquired it. Platinum Account Group clients are in good hands and can let their worries go as their investments gain appreciably thanks to our proven investment strategies and excellent attention to detail.
We are able to build a solid investment portfolio for our clients because of our management teams’ ability to identify the most appropriate blend of investment combined with Platinum Account Group’s proprietary asset allocation technology. We do everything and put forth every possible effort to allocate those assets where we know there is highest potential for long-term rewards based on the client’s portfolio risk profile.
Before we select the optimal mixture of investment options, we first consider millions of asset diversification scenarios. These efforts follow and maintain a certain portfolio’s risk profile.