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Long-Term Investment Strategies
Assessing risk is the most important part of any financial portfolio. Here at BHG, we will take a firsthand approach in actively managing your portfolio with risk aversion techniques while hedging against inflation and market uncertainty. Your time horizon is extremely important to us; we will consult with you to gain an understanding of what you want from your portfolio. Our objective is to provide a tailored customer service experience in designing a financial portfolio unique to the needs of each client. Each prospectus will be explained to the client via quarterly report generation. You will be able to see how your portfolio is performing every quarter.
Long-term Outlook (Funding)
Depending on the type of business industry and/or sector most grants are offered through grants.gov. In order to secure funding the business must have a comprehensive proposal detailing cash flow, financial trends/projections, and a solid marketing plan.
It is essential to secure funding in order to sustain market viability and financial longevity. The source of funding will vary pending the type of business. Types of funding sources are listed below:
- Financial Lending Institutions
- Crowd Source Funding
- Federal Grant Programs
- Equity Leveraging
