The importance of a methodology
Preserving capital in today's increasingly complex market place requires an investment discipline and methodology. The way risk is managed and the selection of your asset mix in the portfolio will determine your volatility and performance.
Each investment is carefully selected and analyzed with the help of our research department. We only select the best and most suitable investment solution tailored to your needs and review regularly the environment and information related.
First class service and a dicipline
I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise.
The selection TOP25 (BUY) process includes a combination of fundamental, technical and quantitative analysis. Sector and geographical allocation are key to the diversification of the portfolio. A combination of growth and income selections complete the strategy.
The exit strategy (SELL) process will take effect in part or full, when target is reached and future growth is limited, initial criterias and parameters have changed , an ajustment in the asset mix is required, the risk factor (risk versus return) is less attractive or a tax selling strategy is required.