PORTFOLIO MANAGEMENT
                     FINANCE AND INVESTMENT PLANNING
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https://www.activefina
ncialgroup.com/
How We Work
Portfolio Management Customization:
Portfolio management involves building and overseeing a 
selection of investments that will meet the long-term 
financial goals and risk tolerance of an investor.
Active portfolio management 
Active portfolio management 
requires strategically buying and 
selling stocks and other assets in an 
effort to beat the broader market.
Investors who implement an active 
management approach use fund 
managers or brokers to buy and sell 
stocks in an attempt to outperform a 
specific index, such as the Standard 
& Poor's 500 Index or the Russell 
1000 Index.
Active portfolio management 
An actively managed investment 
fund has an individual portfolio 
manager, co-managers, or a team of 
managers actively making 
investment decisions for the fund. 
The success of an actively managed 
fund depends on a combination of 
in-depth research, market 
forecasting, and the expertise of the 
portfolio manager or management 
team.
Portfolio managers engaged in active 
investing pay close attention to 
market trends, shifts in the economy, 
changes to the political landscape, 
and news that affects companies.
Passive portfolio management
Passive portfolio management 
seeks to match the returns of the 
market by mimicking the makeup of 
a particular index or indexes.
Passive portfolio management, also 
referred to as index fund 
management, aims to duplicate the 
return of a particular market index 
or benchmark. Managers buy the 
same stocks that are listed on the 
index, using the same weighting that 
they represent in the index.
Passive portfolio management
A passive strategy portfolio can be 
structured as an exchange-traded fund 
(ETF), a mutual fund, or a unit investment 
trust. Index funds are branded as passively 
managed because each has a portfolio 
manager whose job is to replicate the index 
rather than select the assets purchased or 
sold.
The management fees assessed on passive 
portfolios or funds are typically far lower 
than active management strategies.
Having the Right Financial Advisor will have 
you saving more for Retirement planning. 
Let AFG be your advisor of choice. AFG give 
you that personal touch who truly cares for 
you financial wellbeing.
The right financial advisor can help you 
reach your long-term financial goals.
Key Elements of Portfolio Management
Asset Allocation
The key to effective portfolio management 
is the long-term mix of assets. Generally, 
that means stocks, bonds, and "cash" such 
as certificates of deposit. There are others, 
often referred to as alternative investments, 
such as real estate, commodities, and 
derivatives.
Asset allocation is based on the 
understanding that different types of assets 
do not move in concert, and some are more 
volatile than others. A mix of assets 
provides balance and protects against risk.
Key Elements of Portfolio Management
Rebalancing
Rebalancing is used to return a portfolio to 
its original target allocation at regular 
intervals, usually annually. This is done to 
reinstate the original asset mix when the 
movements of the markets force it out of 
kilter.
For example, a portfolio that starts out with 
a 70% equity and 30% fixed-income 
allocation could, after an extended market 
rally, shift to an 80/20 allocation. The 
investor has made a good profit, but the 
portfolio now has more risk than the 
investor can tolerate. Rebalancing generally 
involves selling high-priced securities and 
putting that money to work in lower-priced 
and out-of-favor securities.
             Active Financial Group
Website: https://www.activefinancialgroup.com/
Office  One
Address::  1300  Ridenour  Blvd,,  NW  Suite  221,,  Kennesaw,,  GA  30152
Email::  [email protected]
Phone  No::  (678)  574-0080
Office  Two
Address:  2207  Spalding  Drive,,  Atlanta,,  GA  30350
Email:      [email protected]
Phone  No:  (770)  797-5788
Let Active Financial Group be your chosen choice for 
your financial future. Give us a call today!