Rick Gonsalves: Tips for a Productive Investment Services Relationship

Americafirst Capital Management, LLC, Rick Gonsalves has more than twenty years of experience in the financial services industry working for several high profile investment firms. As a financial professional, Rick Gonsalves shares the following tips to help ensure you have a productive relationship with your investment professional:

• Be honest and clear about your investment goals and the amount of risk you are comfortable taking.
• Before making an investment, make sure you ask questions. You may request a prospectus, regulatory filings, and/or research information and make sure to read the material carefully so you and your investment professional can discuss potential risks and rewards.
• Discuss the fees your investment professional charges. Some common fees include sales commissions, administrative and management charges, and the costs associated with the sale or redemption of an investment.
• Keep track of your account statements, confirmations, and any other information you receive about your investment transactions. Make sure to contact your investment professional immediately about any transaction you did not authorize or item on the account statement that you do not understand.
• Stay away from any investment professional that attempts to pressure you to invest quickly or will not provide information for you to consider carefully before investing. In addition, be cautious regarding any sales pitch that makes exaggerated claims about a particular investment’s profitability.

Rick Gonsalves: Why Mutual Funds are an Attractive Investment

Rick Gonsalves is CEO and Portfolio Manager of AmericaFirst Capital Management, LLC, a privately owned and controlled investment firm that specializes in developing objective, unemotional investment strategies from the observation and analysis of millions of data points, as well as recurring, consistent historical trends. Buying and selling stock of individual companies are not the only investment options available. For example, a widely popular investment option that may carry less risk than investing in stocks alone is a mutual fund, explains Rick Gonsalves.

What is a mutual fund?

A mutual fund is a type of investment vehicle that allows an individual to pool his or her money with other investors in order to purchase a variety of stocks, bonds, and other securities. By pooling money together, this gives an individual the opportunity to have ownership in companies with a high price per share of stock. There are as many types of mutual funds as there are investment objectives. However, one thing many mutual funds have in common is that they are made up of many different types of investments (also called a portfolio). This can make investing in mutual funds an attractive option to new investor who wants to make money in the market but does not know where to begin.

Rick Gonsalves: Thoughtfully-Constructed

Rick Gonsalves is the Founder of AmericaFirst Capital Management, LLC. He has over two decades of experience in his field and has won multiple awards for his excellence in portfolio management. His team members at AmericaFirst have similar levels of experience, and they use their industry knowledge to create thoughtfully-constructed strategies that work.

“When you think about it, we test everything in life,” said Rick Gonsalves in an interview, “from the toothpaste we use to the car we drive to the house we buy, but for some reason, we just completely abandoned this philosophy when it comes to our money. I’ve never understood this.”

Keep reading this interview here.

For more about Rick Gonsalves and his team at AmericaFirst Capital Management, LLC visit www.americafirstfunds.com for further information about the services they offer, their rules-based, quantitative approach to portfolio management, and for complete contact details.

Rick Gonsalves: AmericaFirst Philosophy

Rick Gonsalves is the CEO of AmericaFirst Capital Management, LLC. He and his team have several decades of combined experience in portfolio management, and they apply this knowledge to help their clients achieve outstanding success.

“I came to learn that the only thing I could rely on was history, and it was basically this realization that has formed our investment philosophy,” said Rick Gonsalves in an interview regarding his firm’s success. “In terms of philosophy, AmericaFirst will not create an investment strategy or product that hasn’t been tested over time. In many cases, we are able to actually test our strategies over nearly 40 years of market data.”

For more about Rick Gonsalves and his team visit AmericaFirst Capital Management, LLC, for further information about the services they offer, their rules-based, quantitative approach to portfolio management, and for complete contact details.

Rick Gonsalves: Beyond Corporate Research

Rick Gonsalves, a three-time United States Lipper Mutual Fund Award Winner, is the President and Chief Executive Officer of AmericaFirst Capital Management, LLC. He and his team have decades of combined experience and an outstanding reputation for their firm’s performance. They have a unique perspective on the industry and apply firsthand industry lessons to excel.

“One of the things that I learned very early in my career was that relying on corporate research just wasn’t cutting it with my retail clients,” said Rick Gonsalves during a 2013 interview. “On one hand, we had the country’s largest mutual fund rating system admitting that their three-star recommendations had historically outperformed their five-star recommendations. On the other hand, I was seeing studies of how many corporate research departments ‘sell’ recommendations were outperforming their ‘buy’ recommendations.”

Keep reading this interview here.

For more about Rick Gonsalves and his team at AmericaFirst Capital Management, LLC? If so, visit http://www.afcmportfolios.com or http://www.americafirstfunds.com for further information about the services they offer, their rules-based, quantitative approach to portfolio management, and for complete contact details.

Rick Gonsalves: Americafirst Success

Rick Gonsalves is an award-winning businessman with decades of experience. He’s also the Founder and Chief Executive Officer of the California-based firm known as AmericaFirst Capital Management, LLC. This boutique firm maintains an excellent reputation from clients and fellow industry leaders alike.

“We’ve had a pretty amazing run with our investment products. Since our inception, we’ve served as the adviser to four mutual funds and nearly fifteen unit investment trusts,” said Rick Gonsalves in an interview regarding his company’s success. “AmericaFirst is very unique. We were formed and are managed by investment advisers who have managed investment portfolios for quite some time. We feel that this in-the-trench history gives us a perspective that many investment companies simply don’t have, as they may be led or managed by people who have never actually managed investment portfolios.”

For more about Rick A. Gonsalves and his team at AmericaFirst Capital Management, LLC, visit http://www.americafirstfunds.com for further information about the services they offer, their rules-based, quantitative approach to portfolio management, and for complete contact details.

 

Rick Gonsalves: Pursuing Rules-Based Investing

Rick Gonsalves has long learned to use all of the investment tools at his disposal to help his clients successfully manage their investment portfolios and earn positive returns on investment. Gonsalves has years of experience utilizing many investment strategies and products, even inventing some of his own to offer his clients. Gonsalves utilizes rules-based investing to help his clients get the best possible returns on their principle investments.

Rick A. Gonsalves offers all the investment tools he has to his clients, including rules-based investing, which appeals to him because it’s a good way to remove the emotions that often hinder investors’ decisions at crucial times. Taking a rules-based approach is a good way to create a system that masks emotion and leaves investors with simply the best options for their next investment moves.

Rick Gonsalves has worked with investors and clients of all kinds to find suitable investment products and tools for them.

Read also: Rick A. Gonsalves: Mutual Funds Manager

Rick Gonsalves: Asset Management

Rick Gonsalves is the CEO and President of a specialized investment firm based in California. He has developed many automated and rules-based investment tools that use quantitative data to make buy/sell decisions. Rick Gonsalves is an award-winning asset manager, capable of taking investments from many different individuals and creating time-tested strategies designed to return as much as possible on each investment.

Also Read: Rick Gonsalves, Financial Advisor in Roseville, CA | US 

From mutual funds to Unit Investment Trusts, Rick A. Gonsalves has the resources to build successful portfolios from the ground up. Asset management takes careful planning and exquisite knowledge of current investment and stock market conditions. Gonsalves takes it upon himself to find the most information possible for his clients so that they get all the resources they need to build investment portfolios that will help them reach their goals.

Rick A. Gonsalves has spent his career in asset management and continues to build a reputation for excellent investment options.

 

Rick Gonsalves: Hedge Fund Manager

Rick Gonsalves has many years of experience managing investment funds for a variety of clients. He’s the President and CEO of an award-winning investment boutique in California that serves clients with many different investment needs and requirements. As a fund manager, Rick Gonsalves is in charge of the investments of many clients trying to save for retirement or just to make their money work for them.

Rick A. Gonsalves takes many approaches to investing his clients’ money. He creates opportunities for new avenues to success. He takes into account all of his clients’ investment goals and acceptable risk levels before making any decision about investment. His proprietary algorithms help make investing in complex markets like the stock market easier and more profitable.

Rick A. Gonsalves built a successful career as a mutual fund manager by earning the respect and trust of his clients and managing their wealth with integrity every time.

Read this post as well:  Rick Gonsalves, Founder and Portfolio Manager of AmericaFirst Capital Management

Rick Gonsalves: Quantitative Investing

Rick Gonsalves has been the President and CEO of AmericaFirst Capital Management since 2007. He rose to this position in his career by learning the skills that all investors and capital managers and using those skills to create returns for his investors. Over the years, Gonsalves has earned the trust of many clients, some of them investing large sums of money.

Rick Gonsalves works hard to create investment options for his clients that work for their situations and financial goals. Some of these investment strategies and tools are very complex, but they can be effective for some investors. Gonsalves, for example, often employs quantitative investing concepts and tools to help his clients achieve their investment goals. Quantitative investing seeks to outperform an appropriate benchmark and remove emotion from the investment process.

Read this post as well: Rick Gonsalves, Financial Advisor in Roseville, CA