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Finance Resolved’s Portfolio Management Services for New Investors – GlobeNewswire

NEW YORK, May 28, 2021 (GLOBE NEWSWIRE) — Investing in the financial markets is a great way to generate high returns and create wealth in the long term. However, creating a well-diversified and balanced portfolio can be a challenging task for a beginner. People often invest their hard-earned money into assets they have no idea about. This is where financial consulting services play an important role. 

Finance Resolved is one such company that offers professional financial consulting services with “Investment Portfolio Creation” being their most popular service. David Sorestad is the Founder of Finance Resolved and has over 10 plus years of experience in the financial markets. Through his years of experience and extensive knowledge of investing in the stock market, he has helped several investors reach their goals and build “Millionaire Investment Portfolios”.

Investment Portfolio Creation

Finance Resolved’s most popular service is “Investment Portfolio Creation”. This is the quickest and most effective way for any new investor to deploy their capital in a well-diversified and balanced way into the stock market. The “Investment Portfolio Creation” not only builds a solid foundation for an investor but also explains the benefits and advantages of diversification and asset allocation. This portfolio management service also sets personalized targets and milestones that help track the overall performance of the portfolio. 

What is Included in the “Investment Portfolio Creation” Package?

Opting for David Sorestad’s “Investment Portfolio Creation” has several benefits and advantages. Each investor is provided with a detailed 15-page document that offers clear instructions on everything that a new investor needs to succeed in the financial markets. It includes instructions on how much money to invest in stocks in order to diversify the portfolio and how much money to invest monthly to meet a given target. The portfolio is a 15-page document laying out 10+ stocks to purchase with a couple of ETFs. This ensures that the portfolio is well-diversified and also helps reduce the overall risk on the invested capital. 

The portfolio includes a stock from each market sector that investors can hold on to for 10+ years. It also includes ETFs from various market sectors, ensuring the portfolio is well-diversified and balanced, reducing the overall risk. The aim is to achieve an average yearly return of 10% to 11%. Every stock that is included in the portfolio is well researched and analyzed by Dave and generally have been great long-term performers. Each portfolio is created according to the investor’s risk profile to ensure their investment goals can be achieved in their planned time horizon.

Finance Resolved’s “Investment Portfolio Creation” also provided investors with broker suggestions and specific account information, dividend reinvestment information, and wealth projections along with a few case studies for learning. This is the perfect roadmap for any beginner investor who wants to succeed in the financial markets. 

Benefits of the “Investment Portfolio Creation” in a Nutshell 

Some of the benefits of opting for Finance Resolved’s “Investment Portfolio Creation” are the following – 

  • A Highly Detailed 15 Page Document
  • A Completely Diversified Portfolio Across All Sectors
  • 10+ Year Investment Horizon
  • 10-15 Individual Stocks and ETFs with an Outline and Info on Every Selection
  • Dividend Reinvestment Information
  • Information Specific to the Investors Investment Platform
  • Purchase Instructions & Contribution Percentages for Each Stock
  • Future Wealth Projections & Retirement Numbers 
  • Account Selection & Coaching


Finance Resolved’s “Investment Portfolio Creation” is a great way for new investors to invest their capital in a careful and diversified manner. Apart from portfolio management services, Finance Resolved also offers an E-Book titled “Stock Market 101”, one-on-one “Coaching Call Services”, and “Budget & Savings Optimization”. David Sorestad’s expertise reaches far past strictly investing and he deals with budgeting, accounting and tax preparation, and more. New investors should definitely check out Finance Resolved’s financial consulting services to take their financial journey to a whole new level.

Visit Finance Resolved’s Website HERE

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