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What types of investments does IAM use?

April 26, 2017IAM investments types

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What types of investments does IAM use?

1 Answer

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Posted

Depending upon the size of the portfolio and the strategy selected, we may recommend stocks, bonds, Real Estate Investment Trusts or Royalty Trusts, money market instruments, certain mutual funds, closed-end funds or index funds. For hedging purposes or to enhance returns, we may recommend options or futures, and for return enhancement on a large stock position we may recommend covered call sales. We always fully explain our recommendations to our clients and we never invest a clients portfolio in any vehicle with which our client is uncomfortable.