Our managed portfolio services deliver a discretionary solution to those who prefer to transfer the entire responsibility of investment management to a dedicated wealth adviser and his or her team. We often find that clients who are too busy managing their personal and professional lives are simply unable to dedicate the required attention towards the arduous applications that are demanded by efficient investment management. Our solution to this problem is to design, implement and manage tailored investment portfolios that meet the medium to long-term financial needs of each client.
Although our managed portfolio services are presented as a discretionary offering, we do require a certain degree of input from our clients to assist with the development of an investment profile that is uniquely bound to the goals, preferences and circumstances attached to each individual. We use individual investment profiles to determine the most appropriate ways of directing investment towards future goals and to ensure that financial needs are comfortably met.
Clients are provided with unrestricted access to a dedicated wealth advisor who is responsible for the initial portfolio construction process, relaying portfolio performance and to suggest changes to the allocation of assets in view of market shifts. The initial portfolio construction process requires a combined effort between the client and the wealth advisor to make sure that we maintain a thorough understanding of what each client expects to achieve as a result of committing to their investment strategy.