Greg Royce is the Founder and Chief Investment Officer of Maximus, a low-net exposure, long/short equity strategy focused on the Industrials and Materials sectors.

3. HIRING AN INVESTMENT MANAGEMENT COMPANY- HOW AND WHY_ - GREG
ROYCE

4. INVESTING YOUR MONEY CAN BE A DIFFICULT TASK, BUT THANKFULLY, THERE IS A
WAY TO MAKE IT A BIT EASIER: INVESTMENT MANAGEMENT COMPANIES. AN
INVESTMENT MANAGEMENT COMPANY (IMC) IS A BUSINESS THAT HELPS PEOPLE
DIVERSIFY AND MANAGE THEIR INVESTMENTS.
AN IMC HAS ACCESS TO FINANCIAL RESEARCH AND REPORTING SO THAT YOU CAN
MAKE INFORMED DECISIONS.
BY WORKING WITH AN IMC, YOU CAN ALSO ACHIEVE DIVERSIFICATION AND HELP
MANAGE RISK.

5. UNDERSTANDING YOUR SHORT-TERM AND LONG-TERM INVESTMENT GOALS IS
ESSENTIAL FOR ANY INVESTMENT. SHORT-TERM GOALS TYPICALLY HAVE A TIMELINE
OF LESS THAN ONE YEAR, WHILE LONG-TERM GOALS MAY HAVE A TIMELINE OF 5
YEARS OR MORE. GREG ROYCE
IDENTIFYING SHORT-TERM GOALS HELPS TO SET UP A SUCCESSFUL FOUNDATION
FOR LONG-TERM GOALS. LONG-TERM GOALS INCLUDE THE GROWTH OF CAPITAL
OVER A PERIOD OF TIME, MEETING RETURN OBJECTIVES, AND THE EVENTUAL SALE OF
INVESTMENTS.
ONE OF THE BEST WAYS TO ENSURE THAT YOUR INVESTMENT IS SUCCESSFUL IS TO
UNDERSTAND BOTH SHORT-TERM AND LONG-TERM GOALS.

6. WHEN IT COMES TO MANAGING YOUR INVESTMENTS, YOU SHOULD SET REALISTIC
EXPECTATIONS. WHILE AN IMC MAY HAVE A WIDE ARRAY OF TOOLS AND
RESOURCES AT THEIR DISPOSAL TO HELP YOU MAKE THE MOST OF YOUR
INVESTMENTS, IT'S IMPORTANT TO REMEMBER THAT NO ONE CAN GUARANTEE
SUCCESS.
IT'S IMPORTANT TO BE SURE TO STAY INFORMED. WORKING WITH AN INVESTMENT
MANAGEMENT COMPANY IS NOT A "SET IT AND FORGET IT" PROCESS.
UNDERSTANDING THE LEVEL OF RISK YOU ARE WILLING TO TAKE IN INVESTMENT
MANAGEMENT COMPANIES IS ESSENTIAL. YOU NEED TO UNDERSTAND THAT RISK
HAS THE POTENTIAL TO INCREASE YOUR RETURNS, HOWEVER, IT ALSO HAS THE
POTENTIAL TO CAUSE LOSSES.

7. ANALYZING THE RISKS AND BENEFITS OF EACH INVESTMENT OPTION IS CRUCIAL.
KNOWING WHAT KIND OF INVESTMENT YOU ARE MAKING AND THE POSSIBLE RISKS
WILL HELP YOU DETERMINE WHICH INVESTMENTS ARE RIGHT FOR YOU. GREG ROYCE
MAXIMUS
IT IS ALSO IMPORTANT TO CONSIDER THE VOLATILITY OF THE MARKET AND THE
PROSPECTS FOR BOTH SHORT-TERM AND LONG-TERM GAINS WHILE
UNDERSTANDING THE RISKS YOU ARE WILLING TO TAKE.
ANALYZING THE CURRENT MARKET CONDITIONS IN INVESTMENT MANAGEMENT IS
ESSENTIAL FOR MAKING WISE DECISIONS.
BEFORE MAKING ANY DECISIONS, KNOWING THE RISK VERSUS REWARD
ASSOCIATED WITH INVESTING IS IMPORTANT. IT'S ALSO USEFUL TO UNDERSTAND
THE VARIOUS TYPES OF INVESTMENTS AND THE POTENTIAL RETURNS THEY CAN
BRING.

8. WITH THE RIGHT ANALYSIS, IT IS POSSIBLE TO IDENTIFY THE BEST INVESTMENTS AND
MAKE INFORMED DECISIONS TO MAXIMIZE RETURNS AND MINIMIZE RISKS.
DIVERSIFICATION IN YOUR INVESTMENTS CAN HELP YOU REDUCE YOUR PORTFOLIO'S
VOLATILITY AND MAXIMIZE YOUR RETURNS OVER THE LONG TERM.
A GOOD INVESTMENT MANAGEMENT COMPANY WILL ADVISE ON WHAT TYPES OF
INVESTMENTS ARE APPROPRIATE FOR YOU, WHILE BALANCING YOUR PORTFOLIO
REGULARLY TO ENSURE YOUR INVESTMENTS REMAIN DIVERSIFIED.
HOWEVER, YOU MUST REMEMBER THAT DIVERSIFICATION ALONE IS INSUFFICIENT TO
GUARANTEE MARKET SUCCESS. ONCE AGAIN, IT’S ABOUT MANAGING
EXPECTATIONS.

9. CREATING A SUCCESSFUL ASSET ALLOCATION PLAN IS ESSENTIAL. TO MINIMIZE RISK,
VARIOUS FACTORS SHOULD BE CONSIDERED WHEN CONSTRUCTING A PLAN, SUCH
AS INVESTOR RISK TOLERANCE, MARKET CONDITIONS, AND PORTFOLIO
PERFORMANCE.
THE FIRST STEP IS DETERMINING THE DESIRED PORTFOLIO RISK LEVEL BASED ON RISK
TOLERANCE. THIS WILL HELP DETERMINE THE APPROPRIATE MIX OF ASSETS IN TERMS
OF EQUITIES, FIXED INCOME, AND CASH EQUIVALENTS. NEXT, MARKET CONDITIONS
SHOULD BE CONSIDERED AND APPROPRIATE INVESTMENTS CHOSEN THAT WILL
PERFORM BEST IN THE CURRENT CLIMATE. THE PORTFOLIO SHOULD BE MONITORED
REGULARLY.
A GOOD INVESTMENT MANAGER CAN PROVIDE YOU WITH KNOWLEDGEABLE AND
UNBIASED ADVICE ON WHICH STOCKS, BONDS, AND OTHER INVESTMENTS WILL
MEET YOUR NEEDS. IT'S IMPORTANT TO THOROUGHLY RESEARCH THE CREDENTIALS
AND TRACK RECORD OF THE INVESTMENT MANAGER YOU CHOOSE.

10. EXAMINING PERFORMANCE RECORDS FOR AN INVESTMENT MANAGEMENT
COMPANY IS CRUCIAL TO UNDERSTANDING ITS SUCCESS. BY LOOKING AT
PERFORMANCE RECORDS, YOU CAN DETERMINE HOW WELL THE COMPANY HAS
MANAGED INVESTMENTS AND WHETHER IT IS MAKING A PROFIT. GREG ROYCE GLG
MAN
WHEN CONSIDERING HIRING AN INVESTMENT MANAGEMENT COMPANY, IT IS
IMPORTANT TO CONSIDER THE FEES AND COSTS ASSOCIATED WITH THEIR SERVICES.
MAKE SURE TO ASK FOR A DETAILED BREAKDOWN FOR THE SERVICES YOU ARE
REQUESTING BEFORE COMMITTING TO AN AGREEMENT.
IT IS ALSO IMPORTANT TO CONSIDER THE TYPES OF INVESTMENTS AN INVESTMENT
MANAGEMENT COMPANY MAY OFFER, AS THESE CAN IMPACT THE FEES AND COSTS
ASSOCIATED WITH THE SERVICES.

11. FIRST, CONSIDER THE VARIOUS TYPES OF INVESTMENTS AVAILABLE AND THEIR
POTENTIAL RISKS. EACH TYPE OF INVESTMENT HAS DIFFERENT LEVELS OF RISK AND
POTENTIAL RETURN.
FOR EXAMPLE, STOCKS ARE GENERALLY MORE VOLATILE THAN BONDS, OFFERING
GREATER POTENTIAL RETURNS AND RISK. CASH INVESTMENTS PROVIDE SAFETY AND
LIQUIDITY BUT MAY HAVE LOWER RETURNS OVER THE LONG TERM. ALTERNATIVES
SUCH AS VENTURE CAPITAL AND REAL ESTATE OFFER POTENTIALLY HIGHER RETURNS
BUT COME WITH ADDITIONAL RISKS.
YOUR INVESTMENT MANAGEMENT COMPANY SHOULD BE ABLE TO PROVIDE ADVICE
ABOUT WHEN AND HOW TO ALLOCATE FUNDS WITHIN THE PORTFOLIO, AND HOW
TO ADJUST THE PORTFOLIO MIX AS YOUR FINANCIAL SITUATION AND GOALS
CHANGE.

12. YOU SHOULD MAKE SURE YOU SET UP AN AUTOMATIC INVESTMENT PLAN. THIS
HELPS ENSURE THAT YOU CONSISTENTLY INVEST IN YOUR DESIRED ASSETS, WITH
GREATER CONSISTENCY AND DISCIPLINE. AUTOMATIC INVESTMENT PLANS TYPICALLY
INVOLVE CREATING A PORTFOLIO OF INVESTMENTS THAT ARE DETERMINED BASED
ON YOUR FINANCIAL GOALS, RISK TOLERANCE, AND OTHER FACTORS. THE
COMPANY WILL THEN SET UP A REGULAR PERIODIC INVESTMENT OF FUNDS INTO
THE PORTFOLIO.
IT IS ESSENTIAL TO MONITOR THE PERFORMANCE OF YOUR INVESTMENTS. KEEPING
TABS ON THE MONEY YOU HAVE ENTRUSTED TO THE CARE OF YOUR INVESTMENT
MANAGER IS CRITICAL TO ENSURE THAT YOU ARE GETTING THE MAXIMUM RETURNS.
YOU SHOULD MONITOR THE PERFORMANCE OF YOUR INVESTMENTS FOR BOTH THE
SHORT-TERM AND THE LONG-TERM. WHILE SHORT-TERM GAINS CAN BE EXCITING, IT
IS MORE IMPORTANT THAT YOUR INVESTMENTS EARN YOU A CONSISTENT RETURN IN
THE LONG RUN.

13. FINALLY, IT IS IMPORTANT TO BE PROACTIVE WITH YOUR INVESTMENT MANAGEMENT.
BY ENGAGING IN ACTIVE COMMUNICATION AND MONITORING THE PERFORMANCE
OF YOUR INVESTMENTS, YOU WILL BE ABLE TO MAKE THE MOST OF YOUR
INVESTMENT MANAGEMENT COMPANY AND ENSURE THAT YOU ARE GETTING THE
BEST RESULTS FOR YOUR INVESTMENTS.
INVESTMENT MANAGEMENT COMPANIES ARE A GREAT TOOL TO HELP YOU MANAGE
YOUR INVESTMENTS. YOU CAN MAKE INFORMED DECISIONS AND MAXIMIZE YOUR
RETURNS BY UNDERSTANDING YOUR SHORT-TERM AND LONG-TERM GOALS,
ANALYZING THE CURRENT MARKET CONDITIONS, DIVERSIFYING YOUR INVESTMENTS,
AND CREATING A COMPREHENSIVE ASSET ALLOCATION PLAN. RESEARCHING
POTENTIAL INVESTMENT MANAGERS, SETTING UP AUTOMATIC INVESTMENTS, AND
MONITORING PERFORMANCE IS ALSO IMPORTANT. WITH THE RIGHT INVESTMENT
MANAGEMENT COMPANY AND A STRUCTURED INVESTMENT PLAN, YOU CAN MAKE
THE MOST OF YOUR INVESTMENTS AND ACHIEVE SUCCESS.