Without doubt, markets have become much more complex over the last several years, particularly since the 2008 financial crisis. There are many new ways for an investor to make or lose a fortune.
At JC Fulton Alliance, we never commit our clients’ funds to any asset until we have thoroughly analyzed both its earnings potential and the risk it carries. Only through such due diligence is it possible to mitigate risk and maximize profits.
The growing complexity of contemporary markets can sometimes frustrate even the most seasoned investor. JC Fulton Alliance can serve as your partner, always available to provide our extensive knowledge of stocks, bonds, ETFs, mutual funds and hard assets such as commodities and real estate, virtually any asset we recommend or purchase on your behalf.
At JC Fulton Alliance, we don’t assume that only the most complex assets require our rigorous due diligence. In fact, investments that appear more straightforward often require at least as much close scrutiny; investors often wrongly assume they are safe and a good bargain because they’ve been available for a long time. In fact, there could be hidden problems that a more thorough exploration will uncover.
For example, mutual funds sometimes incur high management charges, include investments that deviate significantly from the prospectus or tout inflated performance claims. An otherwise attractive traditional investment thus could be riskier and/or more expensive than it first appears; including such an asset in your portfolio could result in the erosion of your capital.