Our Investment Discipline
Private Investment Management is built on a foundation of trust and confidence. To ensure that we always act in your best interests, we follow a meticulous six-step process that balances your desire for freedom with your expectation for excellence.
1) Create Your Investment Policy this guides us in making appropriate investments decisions on your behalf. We take into account your return expectations, income requirements, risk tolerance, time horizon, and unique preferences
2) Build your Portfolio based on your ideal asset-allocation model, we will select an appropriate combination of investments for your portfolio
3) Manage your portfolio on a day to day basis to respond to and anticipate the changing market and economic landscape
4) Portfolio Review by our PIM risk management group to ensure it is managed according to the terms of your investment policy statement
5) Adjusting your investment Strategy to get an update on your personal and financial situation
6) Keep you informed on your progress by setting up regular meetings and sending out regular monthly account statement that details the activity in your portfolio