The process of building a great portfolio that accomplishes its goals is the same as constructing a home: It must begin with a solid foundation.

When advisor Steven Copeland, proprietor of Bronxville, N.Y.-based Safe Harbor Financial Planning, builds out a portfolio, risk management is the plan’s foundation. “We don’t do anything until the foundation is built,” he says.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access