INVESTMENT AND PORTFOLIO MANAGEMENT ADVISORYGetting You To Where You Are Headed In Life
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.”
― Benjamin Graham, The Intelligent Investor |
Ample of investment opportunities exists in the market, some regulated and some not. Towards the end, investment solutions cater to fulfill one objective, which is to effectively grow the wealth of a person to meet the financial goals in life. In doing so, the most important factor in investing is managing the risk-return factor. As stated by Benjamin Graham, father of Value Investing and mentor to Warren Buffett, the first rule of investing is to not endure losses. The technology stocks boom in the late 1990s serves as a good example to this rule. During the years where stock prices seemed to be doubling in value everyday, the notion that you could lose all your money seemed absurd. But by end of 2002, many of the dot-com and telecom stocks had lost 95% of their value or more. Once a loss of 95% happens, it takes 1,900% just to get back the principal sum that you started with.
Therefore it is imperative to formulate your investments into a portfolio of different asset classes to generate returns from various sources of income and growth while spreading out the risks at the same time. Depending on the investor's risk appetite, their portfolio will be allocated to fulfill the risk rating by exposure to assets with differing levels of volatility.
With one integrated platform to access the entire portfolio of investments, the investor can view their entire holdings across the globe with a single login. It is investment management redefined.
Before doing a recommendation, we will sit down to go through a profiling and discussion that covers the following :
▪ Objective
▪ Time Frame
▪ Risk Tolerance
▪ Liquidity
▪ Exposure
▪ Methodology
With each individual possessing unique financial circumstances, an allocation strategy will be developed in accordance to their needs.
Get in touch and explore the abundant opportunities that awaits.
Therefore it is imperative to formulate your investments into a portfolio of different asset classes to generate returns from various sources of income and growth while spreading out the risks at the same time. Depending on the investor's risk appetite, their portfolio will be allocated to fulfill the risk rating by exposure to assets with differing levels of volatility.
With one integrated platform to access the entire portfolio of investments, the investor can view their entire holdings across the globe with a single login. It is investment management redefined.
Before doing a recommendation, we will sit down to go through a profiling and discussion that covers the following :
▪ Objective
▪ Time Frame
▪ Risk Tolerance
▪ Liquidity
▪ Exposure
▪ Methodology
With each individual possessing unique financial circumstances, an allocation strategy will be developed in accordance to their needs.
Get in touch and explore the abundant opportunities that awaits.