Investment Advisory
The investment advisory service differs somewhat from the asset management service which we offer. In the investment advisory process we will not take over the day to day management of your portfolio but will merely act as your guide and gate keeper and provide you with ideas and suggestions regarding your asset allocation and the instruments to use to construct your portfolio. We will assist you in communications and accompany you to meetings with the various banks and/or asset managers with whom you are working. Ultimately you will remain responsible to act (or not) on the recommendations and execute the transactions with your bank or broker. A periodic (monthly or quarterly) consolidated report of all your holdings is part of our service.
Phases
The investment advisory pocess consists of the following phases:
- Using our financial health scan we will assist you in determining your objectives and requirements
- Develop an investment plan to achieve these objectives and requirements. This investment plan will hold:
- Asset allocation proposal
- Instruments and manager seection proposal
- Periodic consolidated evaluation and reporting on return and risk levels
Fees and rebates
As in all of our services we will directly pass on all negotiated discounts and rebates with banks and/or fund managers to our clients. Our fees for this service are competitative and fair and usually are calculated in relation to the assets under advisory.