How We Work Together
1. Initial Consultation
Our first meeting serves as a strategic call, offered complimentary to you.
This initial meeting provides us with a solid foundation to better understand the risks and merits of your current investment portfolio and to introduce additional investments for you to consider to help you build a superior portfolio, while also providing you the opportunity to get to know our team.
During this session we will also explore macro & micro-economic trends in the financial markets and subsequently conduct a comprehensive analysis to evaluate and compare risks and potential returns across various asset classes, with a focus on capital preservation, income generation and growth prospects.
2. Asset Allocation Strategy
Our second complimentary meeting involves putting together an asset allocation strategy. During this step, we carefully craft an investment portfolio designed to span the next three to five years.
By taking advantage of this complimentary service, you can feel confident knowing your investments are structured taking into account liquidity, capital preservation, asset class, volatility, risk, income yield and total target returns over the coming years.
3. Strategy Implementation & Ongoing Support
This step is all about putting the strategy into action where we ensure a seamless transition into the new investment plan. Additionally, we also conduct quarterly ongoing reviews to assess performance, make any necessary adjustments and keep you informed about market updates, portfolio developments and new investment opportunities as they arise.
Our commitment to providing ongoing contact ensures that you stay connected with us for any immediate needs or questions. This continuous support not only offers financial guidance but also provides you with peace of mind, knowing that seasoned professionals are diligently caring for your assets on your behalf and are only one call away.