Chuck Roberts
Image: stifel.com
Together with the other members of the CR Wealth Management Group at Stifel, Chuck Roberts, Managing Director/Investments, develops appropriate investment strategies customized to his clients’ financial goals, including diversification, income, and capital preservation.
Capital preservation is an investment strategy with a single goal: Seek to protect an asset’s monetary value. In some instances, this can involve the process of protecting the asset from inflation as well. Only when the first (and sometimes the second) condition is met will the manager or owner strive to earn a return. This strategy typically involves short-term products, with risk being impacted by inflation over longer periods of time.
A capital preservation strategy recognizes that some investments are not intended to increase, and typically they’re there for a specific purpose. Retirement and saving for a down payment on a home are common situations where capital preservation is utilized.
Diversification does not ensure a profit or protect against loss.
Chuck Roberts (Stifel) 
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