Trendmaker Asset Management

Individuals and families depend on the assets they accumulate over the years.

Asset Management service is all about helping manage financial assets using a prudent and conscientious approach.

12/28/2020

Investment Pyramid: Risk/Return Trade-Offs
Investments at the top of the pyramid tend to be speculative and some also are illiquid (meaning they are harder to quickly convert into cash without loss of value). While they offer more potential reward, they also carry greater risks for loss of principal than investments at the base of the pyramid.

Less risky investments at the bottom of the pyramid are more liquid and offer stable (although lower) rates of return.

12/28/2020

Asset Classes - Tactical Asset Allocation
Source: UBS House View, July 2013

Chart: What Assets Make Up Wealth? 12/28/2020

A look at ASSET distributions, based on networth tiers.

Chart: What Assets Make Up Wealth? Breaking down the composition of assets for each tier of wealth. See what assets make up a regular person's net worth, versus that of a billionaire.

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Website

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6565 N Macarthur Suite 225
Irving, TX
75039

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