Professional Management:
The service provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
Continuous Monitoring
It is important to recognise that portfolios need to be constantly monitored and periodic changes made to optimise the results.
Hassle Free Operation
Investment Advisor gives the client a customised service. The company can also undertake all the administrative aspects of the client’s portfolio with a periodic reporting on the overall status of the portfolio and performance.
Flexibility
The Investment Advisor has fair amount of flexibility in terms of advising to hold cash (can go up to 100% also depending on the market conditions). He can create a reasonable concentration in the investor portfolios by advising disproportionate amounts in favour of compelling opportunities.
Transparency
Investment advisory provides comprehensive communications and performance reporting. Investors will get regular statements and updates from the firm. Web-enabled access (via the execution firm) will ensure that client is just a click away from all information relating to his investment. Your account statements will give you a complete picture of which individual securities you hold, as well as the number of shares you own. It will also usually provide:
the current value of the securities you own;
the cost basis of each security;
details of account activity (such as purchases, sales and dividends paid out or reinvested);
your portfolio’s asset allocation;
the current value of the securities you own;
the cost basis of each security;
details of account activity (such as purchases, sales and dividends paid out or reinvested);
your portfolio’s asset allocation;
your portfolio’s performance in comparison to a benchmark;
Customised Advice
Investment Advisory gives the clients the benefit of tailor made investment advice designed to achieve his financial objectives. It can be structured to automatically exclude investments you may own in another account or investments you would prefer not to own. For example, if you are a long-term employee in a company and you have acquired concentrated stock positions over the years and have become over exposed to few company’s stock, a separately managed account provides you with the ability to exclude that stock from your portfolio.