Portfolio Construction Process
We partner you in taking a step by step approach in developing a long term portfolio based on the needs, wishes and risk assessment.
1. Financial Assessment
- We will spend time to understand your current financial situation, cashflow and specific requirements. As well as what would you like to achieve in return.
2. Planning and Setting Goals
- We will work with you to identify the objectives and goals. A plan will be set in place to provide a direction on how we intend to reach our target.
- Developing a clear profile sets the boundaries in which we are able to execute. These will set the dos and dont’s in constructing your portfolio.
4. Portfolio Construction
- Develop a bespoke investment strategy, normally with a core-satellite approach that is documented in an investment policy statement.
5. Implementation & Review
- Strategy is implemented with constant periodic review, reporting and analysis, keeping the process transparent and the structure well under your control.