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Investment Management Services

Investment management is where I make decisions on your behalf to optimize your investments, aiming to achieve specific financial goals we have set together.

Depending on your financial goals, I consider the following when managing your investments:

  • Portfolio construction: Create a diversified investment portfolio.
  • Risk assessment: Assess the risk tolerance and capacity of the portfolio to handle market fluctuations.
  • Investment reach: Conduct research to identify suitable investment opportunities.
  • Trading and execution: Conduct the buying and selling of securities within the portfolio.
  • Performance monitoring: Assess how investments are performing and whether the overall portfolio aligns with your goals.

If I manage your investments, I will continuously update you on your portfolio as it is important for you to know how close you are to meeting your financial goals.

Want to know more? Let's have a quick chat. 

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