Investment Management These are numerous, varied, and usually client specific. Saving money and putting money in a well-diversified* portfolio are examples of two separate strategies. How much to have in a bank versus investing for potentially better money and better return is a common dilemma among investors.What methods are used to address this puzzle?How to determine proper diversification?These are areas in which a qualified investment professional can help.*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Test Your Investment Knowledge! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops!