Our Portfolio Evaluation is an Objective Process
The first move starts with you - We Listen To You
Next, we undertake a Comprehensive Analysis of your Current
Numerous research continues to show that Asset Allocation accounts for 92% of the variation in actual returns between different portfolios. Thus, it is not just what securities you will hold, but more importantly, in what proportion! The IPS will hence be the basic blueprint for the design and creation of a plan that is specific to your needs and objectives. What you will end up with after this procedure is a comprehensive evaluation (which will be kept strictly confidential).
The Final Step
Should you then decide to allow us to help you in the future management of your portfolio, we commit to "Opening Doors to Financial Security" for you and your family.
HOW DO WE SELECT THE SECURITIES?
We analyze your current portfolio, by blending your investment objectives with our sense of current market conditions. We use numerous resources such as quantitative, fundamental, economic and financial analysis; and refer to industry publications, and software data before we develop a portfolio based on your Investment Policy Statement.
We also compare standard deviation and risk versus return and evaluate others statistical values (standard deviation, Alpha and Beta ratios, Sharpe, Treynor values, correlation etc.) of numerous mutual funds after which we will offer you our best opinion on the quality and suitability of the securities you presently own, answering questions such as:
Mutual Fund Picking Techniques
Fundamental analysts look at the value of a company — its financial statements, products, market prospects, and so on. Technical analysts primarily examine market trends and a stock’s trading statistics, using charts or algorithms, to predict the best sell and buy points.
The issue of analytical styles is more than academic. If you buy mutual funds and want to be truly well as different assets.
We are not market timers and hence reject stocks or funds based on short-term performance. Our recommendation is based on long-term outlook with at least a five-year time horizon to provide for a smooth sailing towards attaining your goals.
Moreover, we recommend only those investments that we would personally hold in our portfolio, and only if we are convinced it offers good value with positive growth potential. This provides a greater margin of safety.
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