When choosing to invest in a publicly traded company, it is crucially important to have a full understanding of that company’s current financial situation, organizational imperatives, and management structure. In order to ensure that investors are fully informed in their investment decisions, most companies have established investor relations departments to help field these and other related queries. Investor relations synergize various aspects of public relations, marketing, and communications to enable open and honest communication between the various parties who are interested in the valuation and dissemination of a company’s securities.
However, for someone without in-depth knowledge of financial instruments and creating an effectively diversified and leveraged portfolio, investor relations may not be enough to fully create a highly informed investment decision. In these situations, the knowledge and advice of a qualified financial planner can be extraordinarily useful. If you would like to learn more about the benefits of financial planning, contact Downey Financial Planning today.