Wealth Manager
Our Wealth Manager program is our ongoing investment management service. Once we have created an investment portfolio for our clients under the Wealth Check or Wealth Mentor process, the investment portfolio will require ongoing management in order to achieve its aims. As part of this service, we:
- continually monitor big picture market developments (we tend to ignore the daily noise) to identify trends of “over-optimism” or “over-pessimism”, which lead to long term investment opportunities;
- monitor the performance of existing recommended investments against their intended strategy, and review new investments to ensure our approved product list includes what we believe to be the best products in the market, and;
- combine our market view and product reviews to update client’s portfolios.