Some people prefer to take an active role in the management of their own investment matters. Others prefer to designate a team of investment specialists to actively perform the meticulous applications required to deliver above average returns on the performance of their portfolio. Grandbay Capital delivers a complete solution to assist clients with every aspect of their financial affairs.
We work closely with each client to agree upon a principle investment mandate that highlights the scope and expectation of a wealth strategy, entirely customized to the financial needs and personal circumstances of each client. Our customized approach to wealth management addresses each goal in order of importance. Whether your goals are to maximize capital growth, minimize tax liabilities, develop an inheritance distribution strategy or all of the above, we will use our expertise to deliver a solution to your needs.
At Grandbay Capital we understand that our clients are often too busy with other aspects of their lives to dedicate their resources towards the management of their hard earned wealth. Our wealth management services are geared towards clients who are happy to empower our expertise with the responsibility and execution of their holistic wealth strategy.
As client and wealth advisor we form a partnership based on the collaboration of a wealth strategy that is directed towards the wishes of the client. We then proceed to act upon those wishes, execute the strategy and deliver administrative services as a continuous reporting arrangement. The wealth strategy will undergo a periodic review to assess performance, discuss changes to personal circumstances and where necessary suggest a change in direction to conform with changes in the market.