Precious Metals

Precious Metals Investment Strategies

Precious Metals Investment Strategies Tailored for Your Portfolio

What Role Should Precious Metals Play in Your Investment Portfolio?

Precious metals hold a unique position in the investment landscape. One respect in which they stand out is their timeless nature and the historic value with which they have been imbued. For as long as civilization has existed, precious metals have represented a durable asset for wealth preservation and transference. Many precious metals serve a dual purpose as both an asset class in and of itself as well as a physical commodity.


Investing in precious metals is not always straightforward, especially given the often aggressive marketing efforts of gold sellers and advocates. At Fullerton Financial Planning, we are committed to helping investors understand what precious metals can and can’t do for their portfolios so they can make informed choices regarding precious metal investments.

Some of the Traditional Benefits of Precious Metal Investments

Diversification

Commodities, including precious metals like gold, silver, platinum and palladium, typically have a low correlation with stocks and bonds, making them an additional investment avenue for portfolio diversification. Holding precious metals may offer a way to reduce volatility and risk during economic downturns or times of geopolitical uncertainty.


Hedge Against Inflation

Precious metals, in particular gold, have long been considered a reliable store of inflation-adjusted value. Holding gold during times of inflation can potentially help preserve purchasing power over time if the value of the precious metals you hold increases as currency depreciates. 


Preserving Wealth

Precious metals possess an intrinsic value and a physical form, making them tangible assets that can weather economic cycles and market fluctuations. The durability of precious metals, both as physical objects and as a store of value, can make them a valuable tool for generational wealth preservation.


Safe Haven

Economic uncertainty often causes investors to turn to precious metals as safe haven assets. Their enduring value gives investors a sense of security and peace of mind, adding a psychological benefit to their actual usefulness as durable assets during times of market volatility.


PRECIOUS METAL Investment Strategies

How We Help Investors Make Informed Choices About Investing in Precious Metals

At Fullerton Financial Planning, our investment managers go to great lengths to balance the growth potential, risk and security of our clients’ investment portfolios. This commitment extends to our approach to precious metals investing.

Allocation Strategies

We can make precious metal investment and allocation recommendations based on your desired risk tolerance and investment horizon as well as your overarching financial goals. Our goal is to ensure any precious metal investment complements your financial plan.


Selection and Acquisition

Buying physical precious metals is far from the only way to invest in these commodities. We can advise you on the many different ways you can gain exposure to precious metals, from precious metal ETFs to mining company equities to physical bullion or coins. 

Informed Market Analysis

Global economic indicators can weigh heavily on the valuation of precious metals, including currency fluctuation and complex supply-demand dynamics. Our investment managers remain continuously apprised of market trends and geopolitical events to ensure our clients can make informed, strategic and timely decisions regarding their precious metal investments.


Portfolio Integration

Appropriately integrating precious metals into your greater portfolio is the best way to ensure they perform their proper strategic diversification and risk mitigation role, enhancing the balance of your investments.


Review and Rebalancing

Regular reviews of your precious metal holdings allow us to ensure your allocation remains aligned with your evolving financial goals based on current market conditions. Our investment managers can rebalance your holdings as needed to maintain your desired precious metal asset allocation.

Find Out If Precious Metals Are Right for Your Portfolio

Phoenix investors and retirement savers seeking advice on ways to incorporate precious metals into their investment portfolio can contact the financial advisors at Fullerton Financial Planning. We would be happy to discuss your options as well as the potential advantages and disadvantages of holding precious metals. Call us today at (623) 974-0300 to learn more.

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