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An Establishment Checklist
By Staff Writers
Determining the percentage of debt-based assets for any medical investment portfolio – personal, institutional or endowment – is an often difficult decision.
Too much risk may lead to default loss, while too little risk may cause under-performance in the portfolio; neither optimizing the efficient frontier.
And so, the following checklist may help initiate the discussion, or at least take it to another level.
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Physician-Executive Checklist for Establishing a Debt-Based Portfolio |
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Responsible Party |
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Due Date |
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Determine the portfolio |
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portion to be invested |
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in debt-based securities |
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Determine what investment |
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vehicles are to be used |
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(e.g., individual portfolio |
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manager, mutual funds) |
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Determine investment |
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characteristics needed and |
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what strategies are to be used |
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Select a portfolio manager or |
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choose some other method of |
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investing in bonds |
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Establish doctor’s accounts |
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Communicate desired services |
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Execute program to establish |
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portfolio |
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Review the accounts and |
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confirm executed plans |
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Conclusion
How do you determined the percentage and type of debt-based assets that are appropriate for your own personal portfolio; please comment and opine – what other parameters must be considered – are you too risk-tolerant or risk-adverse? Do you even use debt at all?
Related Information Sources:
Practice Management: http://www.springerpub.com/prod.aspx?prod_id=23759
Physician Financial Planning: http://www.jbpub.com/catalog/0763745790
Medical Risk Management: http://www.jbpub.com/catalog/9780763733421
Healthcare Organizations: www.HealthcareFinancials.com
Health Administration Terms: www.HealthDictionarySeries.com
Physician Advisors: www.CertifiedMedicalPlanner.com
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com or Bio: www.stpub.com/pubs/authors/MARCINKO.htm
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