Active Investment Management
YOUR FRIENDLY NEIGHBOURHOOD CHARTERED INVESTMENT MANAGER
Why Us? = Because we love what we do!
COMMITMENT
We believe that charging ongoing advisory fees necessitates actively managing a client's portfolio, rather than allowing it to remain static with the expectation of passive growth. We are going to spend each day closely monitoring the market trends and patterns to gain rich insights on how best to improve a client’s portfolio. This level of commitment stems from our undying passion to serve our clients and ardent devotion to watching them win.
WE UNDERSTAND
Your satisfaction as a client is key to our growth as a brand and we want to organically earn your good reviews and we know this can only be achieved through a conscious effort from our team to understand your households unique financial situation, goals, and retirement dreams.
Active Portfolio Management: This involves the continuous monitoring and modifying of a portfolio of assets to try and get a higher rate of return than just buying and holding and taking whatever the global markets end up doing.
Research and Analysis
Diversification
Risk assessment and Management
This process involves tactically analyzing different securities, ETF's, and funds with the intent of knowing which is undervalued or overvalued and deciding whether to buy or sell such assets. This also includes a Macro top down approach to understand what state the over global markets are in.
This is achieved through diversifying investments to different sectors to manage risk considering market trends and patterns.
This is a critical component of our investment strategy as it encompasses identifying, evaluating, and prioritizing risks to mitigate its impact in a client's portfolio. It enables me to take proactive steps towards avoiding clients from taking on risk that are above their risk suitability threshold.
Performance Assessment
Expertise and skill
This is achieved by setting a benchmark and doing a timely measure of the portfolio’s performance to the benchmark to check success levels while making adjustments to balance the protfolio.
This entails a thorough understanding of the markets, industry sectors, indexes and securities and takes years of experience to properly maneuver as the market's patterns and trends change from time to time.