CLIENTS-FIRST.COM

Mike created Clients First! to serve investment clients in the manner they deserve: their interests come before anything else... Asset Allocation. After establishing a relationship, a balanced portfolio with appropriate asset allocation is created. This reduces volatility and reductions in value due to a down market. But performance will not necessarily diminish as volatility does. It depends on your preferences. For example, a client may have a high tolerance for risk and want to be aggressive with all of his or her funds, i.e., investing everything in stocks. But adding bonds, even as only 10 percent of the portfolio, would have a dramatically positive effect on a portfolio's performance when markets fall... Merin's Students' First! empowers with real estate agency negotiations finance and pricing.