An accomplished investor based in Los Angeles, Gary Fournier is a managing director at JP Morgan. Managing a portfolio worth over $1 billion, Gary Fournier works with a team of portfolio managers to maximize clients’ wealth.

1. The Balancing Act That Is Portfolio
Management
Gary Fournier

2. Introduction
 An accomplished investor based in Los Angeles, Gary
Fournier is a managing director at JP Morgan. Managing a
portfolio worth over $1 billion, Gary Fournier works with a team
of portfolio managers to maximize clients’ wealth.
Portfolio management is the professional management of
investment securities and assets in accordance with specific
benchmarks such as investor objectives, preferred asset
allocation mixes, and risk appetite. It encompasses creating
portfolios that are centered on trade-offs such as debt versus
equity, growth versus safety, and domestic versus international
investments. These portfolios are built with the desire to
maximize return.
Portfolio management is a service offered by various financial
institutions. Professional portfolio managers manage an
individual’s or a company’s securities, including stocks, bonds,
derivatives, and real estate.

3. Portfolio Management
 Management of these assets is done in accordance with
factors such as the investor’s appetite for risk, period of
investment, or diversification preferences.
Investors with a high appetite for risk will generally prefer
volatile assets such as stocks while conservative
investors opt for less risky assets such as government
bonds. Investors taking a long approach to investments
will be open to illiquid investments such as real estate,
while investors with a shorter investment time frame
prefer highly liquid assets. Ultimately, the job of a
portfolio manager is a delicate balance between
managing portfolios according to investor preferences
while maximizing returns.