Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Why Asset Management is Important

Individuals and families depend on the assets they accumulate over the years, being able to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. And even if you do have the time, you might not have the skills and patience to do so. In not managing your assets diligently over your accumulation phase, you could leave them exposed to erosion, destruction or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.

What We Can Do For You

Our Asset Management service covers:

  • Determining your objectives: Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.
  • Helping you choose your optimal asset mix: There are numerous asset-types that you can invest in and many ways to do so. Depending on your goals for asset use, we’ll help you choose an appropriate asset mix for your goals and risk tolerance.
  • Building your portfolio: Using the allocation mix agreed upon, we’ll build a portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) that will help get you to your financial objectives.
  • Managing and monitoring the portfolio: It can be difficult to find the time and have the patience to dedicate towards portfolio management. Because we know life is busy, we’ll watch over the portfolio for you.
  • Measuring performance: We track the performance of your assets under our care and measure how they are performing against industry recognized benchmarks.
  • Managing risk: Our Asset Management strategy includes appropriate risk mitigation as part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to manage and mitigate them.
  • Reviewing, reporting, recommending changes and revisions to the strategy: Our Asset Management service is based on constant and open communication and collaboration with our clients. Through regularly scheduled reporting and conversations, we ensure that your asset management plans are continually reviewed, revised and updated to meet your changing circumstances.
Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss.