There’s no mystery behind being great at Investment Management. It takes knowledge, expertise, critical thinking, and a little bit of luck. And yet you could say that luck plays a part in outcomes in many situations- in relationships, careers, and sports.

Golf is a game of skill, but some shots are a result of luck. A hole-in-one is known as the albatross of golf shots. According to the National Hole-In-One Registry the odds of a tour player getting a hole-in-one are 3,000 to 1 while the odds of an average golfer achieving the same feat are 12,000 to 1. And yet, professional, and amateur golfers alike have shot Aces. And some golfers have had more than one Ace.

When looking for an investment manager, evaluate the team as well as the individual. Make sure to choose a well-respected company and an investment manager who is more skilled than lucky. Once you evaluate how they performed over time, whether they had more wins than losses, you’ll know whether someone is genuinely talented or solely relying on luck to get by.

Keep in mind, there are different investment styles, so you’ll need to consider yours before making your selection. Investopedia lists and explains Active/Passive, Growth/Value, and Small Cap/Large Cap management styles. 

Alloy Investment Management is comprised of an experienced team of savvy individuals who have worked through many market cycles, including 2008. We follow principles and strategies to help our clients put together investment portfolios that reflect their risk tolerance, timeline, and goals. We would love the opportunity to meet with you so you can get a better feel for our company culture and track record. Call 800-689-3935 to schedule a consultation.