Build your personalized portfolio
Building an effective portfolio in this current market can be tricky. Our team works actively with you to obtain a portfolio suited to your investment needs and objectives.
A clear and understandable online statement.
Your portfolio is your financial goal. It’s your planning.
Each decision, each action taken is well thought. These are more than just purchased titles, these are well-planned strategies to achieve precise goals.
Our team is always there to help you with all your action choices.
Bottom-up approach
Selection criteria :
- Good health check
- Stable financial growth
- Anchor competitive advantage
- High entry barriers for competitors
- Proven good management
Top-down approach
Precise approach for stronger results.
- 1. Analyzing global industries
- 2. Understanding the actual economy
- 3. Choosing the best option for your goals.
It’s important to stay up to date in all the development of the industry. Getting the asset allocation right is critical here, so our team always keeps its focus on the current macroeconomic indicator. With this strategy in mind, we build an efficient portfolio that can face any conditions of the market.
Institutional style management
Our priority is to offer you the best financial advice. Keeping that in mind, we need the best of the best managers in the industry.
We always work to add new keys members with us with an extensive process to ensure the best selection for our customers. We select the finest external managers we can find.
This way we can ensure optimal recommendations for your needs.
Risk Management
“Predicting rain doesn’t count, building the ark does.”
– Warren Buffett
Key planning
Refrain permanent losses.
Often people want to reach for opportunities to make fast money. Too many times they will lose their investments instead of winning it. The key is to avoid permanent losses.
The scenarios that appear most often when people invest in penny stocks, unproven companies or even by listening to an unreliable source. It’s better to plan ahead, have a global vision of your financial goals to take action the right way.
Profit from temporary losses.
Opportunities come and goes. Some events can fluctuate the market and cash flows can trade at valuations below their fair value. These are temporary lows often driven by investor fears or economic downturns. By understanding and following the market, you can create opportunities to buy quality and secure assets at a bargain price. The goal is to be aware of it and take action.
For illustration purposes only
Strong diversification
The key to an efficient portfolio is diversification. The risk of diversification is to include too much, which can result in a lower expected return. By adding too many companies from the same industries will create unstable situations. If the market drops, all your assets will all go down at the same time.
You have to keep in mind that quality is worth more than quantity. Having strong diversify assets that come from different industries will reduce risks because it won’t evolve at the same time. A good portfolio needs assets with a correlation to one another, which means they can move in the same direction at any given time.
We help our customers to achieve a strong diversification with strong assets. We want them to understand the difference between permanent losses and temporary losses so that they can take advantage of it and build a stronger portfolio.
Taxation
We live in an environment where taxation can reach over 50% of portfolio returns, the income tax implications must be done carefully.
Any optimization can have a major impact on the return of your portfolio. A simple difference of 1% can have a substantial impact. That efficiency should be a critical component of your portfolio.
The result of 2 portfolios of 500 000$ invested for 20 years with a rate of return of 5%.
- portfolio A: 25% tax rate for the investment returns
- portfolio B: 50% tax rate for the investment returns
For illustration purposes only
Fees & Transparency
We help you reach your financial goals. We make sure your money is well invested. We truly believe that transparency builds a stronger relationship with customers. This is why we want you to understand what you pay.
We understand the impact of fees and the importance to get your money worth. This is why we make sure everything possible is being done to maintain excellent service.