Personal Investment Advisory Service
The VWMC Advisory Investment Services provide professional investment advices every step of the way to achieve your financial success.
Our Process
Your advisor will follow a rigorous process to establish a personalized investment plan to reach your financial goals
Understanding
1.
Understanding Your Financial Objectives
Each client has unique financial objectives. These objectives will revolve around time horizon, liquidity needs, income and growth requirements and risk tolerance.
Our professional Advisor will carefully listen and interact with you to understand your essential financial facts.
Assessing
2.
Assessing Your Financial Situation
It is crucial for our Advisor to have a comprehensive understanding of your financial situation, such as type of income, family wealth, investment and ongoing expenses.
Our Advisor will explore and gather your age, other investments, tax status, financial needs, investment experience, investment time horizon, liquidity needs, and risk tolerance to establish your financial profile.
Building
3.
Building an Investment Portfolio
Our Advisor will design an investment portfolio based on your profile.
We follow these principles to design the investment portfolio:
- It fits your profile
- It selects suitable investment products for you
- It employs risk management tools to mitigate volatility
- It is in your best interests
Our Advisor will discuss the proposed investment portfolio with you to ensure it meets your objectives.
With your consent, our Advisor will implement the recommendations.
Monitoring &
Rebalancing
4.
Investment Monitoring and Rebalancing
The continuous process of reviewing your portfolio is essential since certain considerations may change, such as personal and financial situations or capital market outlook.
Our Advisor monitors each portfolio to ensure that it complies with your updated profile and that the asset mix remains appropriate. In case certain rebalances are required, our Advisor will discuss them with you.
