OUR SERVICES, TAILORED TO YOU
- Investment Strategies
- Current Portfolio Review
- Investment Objectives
- Risk Assessment
- Portfolio Building
- Ongoing Monitoring
- Portfolio Adjustments
- Wealth Management Needs
What to Expect
Schedule an Appointment
Contact us at the office to schedule an appointment for your initial consultation. We will find a convenient time that suits your schedule.
Introduction and Methodology
During the initial consultation, we will start by introducing ourselves and explaining our investment methodology. We will discuss the various factors we consider when choosing investments, highlighting our expertise and experience in the field.
Understanding Your Current Investments
To provide tailored advice, it's essential for us to review your current investments. Please bring your latest account statements, this will help assess your existing holdings and identify potential areas for improvement.
Analysis and Evaluation
After reviewing your current investments, we will conduct a comprehensive analysis to evaluate their performance, risks, and alignment with your financial goals. This step allows us to identify any adjustments or recommendations that may be necessary.
Review Meeting
Following our analysis, we will schedule a second meeting to discuss the results in detail. This meeting will serve as an opportunity for us to present our findings, explain our recommendations, and answer any questions or concerns you may have.
Investment Objectives and Risk Assessment
During the review meeting, we will delve deeper into your investment objectives, time horizon, risk profile, and preferences. Understanding these crucial aspects will enable us to develop a personalized investment strategy that aligns with your unique circumstances and goals.
Fiduciary Responsibility and Investment Execution
During the review meeting, we will emphasize our fiduciary responsibility, assuring you that we are committed to acting in your best interest. Additionally, we will explain that a trusted financial custodian will securely hold your funds. As your advisor, we will have the authority to execute investment transactions on your behalf, implementing the agreed-upon strategy while adhering to strict industry regulations.
How It works
Calculate
To assess the attractiveness of an investment, it is important to calculate the intrinsic value of a company. This value is then compared to the current market price to determine the potential rate of return. An investment is considered if the expected rate of return exceeds 15%.
Evaluate
When deciding whether to sell an investment, it is crucial to evaluate the fundamentals of the company. If there is a deterioration in these fundamentals, it may be a sign to consider selling. However, minor setbacks caused by external factors should be carefully evaluated before making a decision.
Focus
Seek out companies that currently dominate their industry or show potential for future dominance. Patience is key, as waiting for an acceptable price that yields an adequate return is important before investing in these promising companies.
Hold
Adopt a long-term perspective when investing. The typical holding period for investments should range from 3 to 10 years, allowing for potential growth and value appreciation over time.
Monitor
Build a diversified portfolio consisting of 20 to 30 carefully selected companies. This approach helps manage risk and promote potential returns. Regularly monitor the portfolio and stay informed about new information related to the invested companies, their industries, and the broader economic landscape. Adjustments to the portfolio should be made based on changes in the market environment to maintain alignment with the investment strategy.