The foundation of a long-term vision, our disciplined asset management approach is based on the creation of a personalized portfolio that takes your changing needs into account over the course of the various steps of your life.
This approach involves the four following steps:
First step: Understand your current needs and objectives
The first step is the most important. In order to develop your personal strategy, we take all the time we need to fully understand your financial situation, life goals and tolerance for risk.
Second step: Develop your personal financial plan
We then develop your personal financial plan. This plan provides the framework for your future wealth management. It establishes the guidelines and your objectives in sharp detail, to ensure your investment strategy is always on target.
Third step: Build your customized portfolio
We offer a range of investment strategies and solutions designed to preserve your holdings and help them grow in a steady, prudent way. This includes the following:
o A full range of traditional investment products
o Tax-efficient investment solutions
o Principal-protected investment products
Fourth step: Ongoing management and communication
Knowing that the market and economic conditions directly impact your investments, we constantly monitor your portfolio to ensure your strategy and asset distribution are on target.
