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A wealth of expertise
Once customers decide to work with us, a Certified Wealth Manager will take them through our disciplined four Step Wealth Management process.
Step 1: Understanding needs and goals
We understand that each individual has specific financial needs and goals. The objective is to attain a thorough understanding of full investment holdings, long term financial goals and liquidity needs.
Step 2: Assessing risk profile
Based on life stages, personal wealth and desired time horizons, individuals have varying degrees of risk tolerance. Assessing risk profile is a vital part of our process.
Step 3: Develop and implement a complete financial plan
Given the vast range of investment options and opportunities available, we will help identify those that optimize our customers concerns on risk, return and liquidity. The goal is to draft and implement a complete financial plan that integrates all the needs and best aligns to r unique risk profile.
Step 4: On- going portfolio management
We recognize the importance of being the 'eyes and ears' of our customers and to keep them advised of changes / new opportunities as soon as they emerge. Having achieved a sound financial plan, the next step is to regularly monitor, review, and reassess the portfolio to ensure it continues to achieve its defined objectives.
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