Lump Sum investments typically consist of what is referred to as an “open architecture” investment account structure. This means that it can hold just about any publicly traded security in the world: direct stocks or bonds, mutual funds, ETFs, hedge funds, etc. Ultimately, your own individual situation will determine the most suitable asset to hold in your portfolio, which we at Tyton can help you determine.
That would mostly depend on your specific situation. Your Tyton advisor is able to sit down and discuss criteria such as reason for investing, risk profile, investment time horizon, etc. Once invested, we will provide ongoing support to ensure you stay informed and do not miss any market opportunities.
If we [the US in 2007] go into a recession we will come out of it. In any case, we have had only two recessions in the past 25 years, and they totaled 17 months. As long-term investors, we position portfolios for the 95% of the time the economy is growing, not the unforecastable 5% when it is not.
Lump Sum investments are most effective when committed to at least 3 to 5 years. The longer the time horizon of the investment the better, as you have more years of compound interest growth and less exposure to market volatility.
In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it and investing it.
We are happy to provide any and all ongoing portfolio servicing. After discussing the purpose, time horizon, risk appetite, etc for your investment, we will be able to provide a detailed portfolio recommendation. Throughout the investment’s lifecycle we will keep you informed and conduct regular client reviews. Feel free to read more about this service on our Portfolio Management page or request some more detailed information over on our Contact page.